<strong>Paying an Invoice</strong>
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Client will have the ability to select from any save payment profiles or add new payment profiles when paying an invoice. This includes an option to add a bank transfer as a payment option.
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The client will need to approve for their payment profile to be used automatically in the future.
Notes: The latest payment profile used (with terms accepted) will be the default. Clients can switch their default payment method on the payment dashboard (see below).
<strong>Automatically Charge</strong>
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Anytime an invoice is created (via the API, admin, or <em>an import</em>) <em>and this option is set for the client that the invoices was created for</em> than a payment will be automatically attempted.
Notes: If an error occurs than an SA Record is created with the type of ‘auto_payments’.
<strong>Auto Payment</strong>
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This option will allow for a payment to be attempted on the invoice’s <em>due date</em>. A wp-cron is run to check for all overdue invoices, if the invoice has this option selected an attempt at payment is executed.
Required:
<ul>
<li>A client with a default payment profile set.</li>
<li>Invoice due dates prior to 15 days will be ignored.</li>
</ul>
<strong>Attempt Capture</strong>
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Button is available if an invoice has a client assigned that has a default payment profile. Clicking will attempt a payment against the client’s default payment method. If an error is given than the error will show.
<strong>Payment Management</strong>
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The client has the ability to manage their payment options via a dashboard that is outputted with the shortcode <code>sprout_invoices_payments_dashboard</code>. This can be on the client dashboard page or a different one that only logged in users can view.
<strong>Notifications</strong>
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<ol>
<li><em>Auto Payments Not Setup</em> – sent to the client when an automatic payment is attempted but their profile is not setup.</li>
<li><em>Auto Payments Failed</em> – sent to the client when an automatic payment fails.</li>
<li><em>Auto Billing Failed</em> – sent to you when an automatic payment fails.</li>
</ol>