Automatically pay invoice with credit

Self-Hosted | v4/Legacy
1

Hello,
Is it possible to automatically pay the invoice if the client has enough credit?

Thank you.

2

This is possible with recurring invoices or when using Zapier or our API.

3

How can this be done with recurring invoices?

4

If auto-bill is enabled and credits exist the app will use the credit for the payment.

5

How does exactly auto bill works? Does it work with paypal? Is there a doc explaining this feature?

6

There’s some info here: https://www.invoiceninja.com/auto-billing-101/

  • ‘Token Billing’ on /settings/online_payments determines if we capture your client’s payment details.
  • ‘Auto Bill’ on /recurring_invoices/create determines if we try to automatically bill the invoice when it’s created (with either credit or stored payment methods).

Note: in older versions ‘Auto Bill’ is only shown if a payment gateway is enabled, in our latest version the option is always shown.