Question

Auto-bill Customers and automatically authorize and capture cc

  • 5 April 2022
  • 2 replies
  • 167 views

We are trying to create automatic invoices for customers that are on a subscription service and automatically charge them. I know there are ways in Acumatica to create recurring invoices and release them on a schedule but is there a way to automatically authorize and capture customer credit cards against those invoices in Acumatica?


2 replies

Userlevel 6
Badge +5

@mcovic70 Please test the following:

Make sure the Default Payment Method for the customer you want to process is the CC which needs to be Captured.

Invoices being created should have that payment method and they will show up on Generate Payments (ScreenId=AR511000) and Banking Module which is a process screen and you can schedule to process and payment being created for those Invoices.

Once the Payment created from that screen, this payment would be available on Capture Payments (ScreenId=AR511500) which lists all payments created against invoices with CC as Payment Method. This screen also can be automated using automation schedule. 

This way you can generate Payment and Capture payment for your invoices automatically.

Userlevel 7
Badge

Hi @mcovic70 were you able to resolve your issue? Thank you!

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