Automatic payment setup

Self-Hosted | v5
1

in the client portal i only see credit card option

  1. would like to be able to have ACH as well ?
  2. testing Credit card setup and am getting a error
    This payment method cannot be preauthorized.
  3. it looks like credit cards don’t work or i didnt set it up correctly

any guidance would be appreciated

2

Hi,

Which payment gateway are you using?

ACH is only supported with certain gateways, if supported it can be enabled in the gateway settings on Settings > Online Payments.

3

Stripe and Paypal express . i have both setup but have not tested them other then setting them up in IN

4

also was gonna try gocardless but they dont show you as a partner ?

5

Ok, ACH is supported with Stripe if enabled in the settings

6

ok so i deleted stripe and installed gocardless but it wont accept CC at the moment every time i enter a card # it saying invalid card number

am i doing something wrong ?

7

I don’t believe GoCardless accepts credit card payments

8

i am so confused .

so gocardless is only for ACH ?
so i should use stripe for CC , Paypal for paypal usage and gocardless for ACH ?

9

You can, or you can use just Stripe and PayPal

10

ok setting up stripe found i need to setup bank transfers too . ugh lol thanks for the help

do have some questions thought .

reading some of the posts on ACH . if we send out the invoice on the 20th and we state the due date is the 1st will it process on the 20th ? or the 1st ?

11

@randy_srs

There are two options in Settings > Online Payments.

On Send Date - autobills when the recurring invoice is generated
On Due Date - autobills when the invoice due date is set.