My clients can opt-in to autopay recurring bills.
I just received payment but can’t tell if the client selected to opt-in or not. Is there a way to determine this without directly asking the client?
Thanks for the help, Mary
If you’re using Stripe there will be a ‘View in Stripe’ button on the client overview page if we captured their card details.
I’m using Braintree, but I just went to the overview and I see this:
Visa Credit Card - Added Nov 30, 2016 [Autobill Payment Method] ×
Does this mean the client opted in to autopay monthly?
Thanks again, Mary
In that case you can check in the client portal if their payment details have been captured.
- Is this what you mean by payment details?
Jasonville Roofing & Contracting entered payment xxx12pxx for R0006
- If yes, then are you saying the payment code above signifies that CC details were captured for future billing?
There’s a ‘View client portal’ link on the client overview page next to the contact details.
If their card details are on file you’ll see a ‘Payment Methods’ section on the client dashboard.
Ahh, I never clicked on the Payments tab. Got it now.
Thank you so much for your help. You deserve a 5 star rating!
I just noticed this in your comment “Visa Credit Card – Added Nov 30, 2016 [Autobill Payment Method]”, that means their card is on file.
In the client portal on the invoices page there should be a ‘Manage Autobill’ button which enables your client to configure each invoice.