For instruction on the complete setup for creating Automatic Payments, see Automatic Payments. Automatic Payments is the process where a credit card (or bank account information if your payment processor allows) is “tokenized” payment method is used to pay for a recurring billing item invoice, when the invoice is generated. These instructions also provide a back up system if the original payment method fails.
Another option is by using Online Payments. Online Payments can be setup for a recurring billing item invoice. This process can be set up so that an email is generated when the invoice is generated and that email contains a secure Online Payment link for the customer to use to pay their invoice. See AutoPay Setup (Recurring Billing) for details.
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