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Automatic Debit - Automatically?


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Posted
  On 5/10/2015 at 8:56 PM, sunrisepro said:

Is there a setting so when a new account is created that they are automatically set to auto debit?

 

Nope but when a client is adding the card they can check a card and then select "Set as Default Payment Account".

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Posted

I've been contemplating this for a while. When someone signs up, it would be ideal that if they choose to save their card details it sets that card up for auto debit.

 

However, how should this work exactly?

 

My thoughts: If a client saves a credit card, and they do not have any other cards that are set for auto debit, then mark the new card for auto debit. This would happen if the card was added via the order form, or directly in the client area.

 

Any issues with this? The only thing I can think of, is that if they are adding a new card and want to use it for auto debit, they would have to select it if they already had a different card set for auto debit. But, I don't think we should change that automatically because they may want to keep the old card for auto debit and use the new one as a sort of backup or something.

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Posted

It might cause issues, like I have a card on Blesta but I use PayPal as my main payment so if I paid with a card it would automatically debit every month from the card and not allow me to use the PayPal?

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Posted
  On 5/11/2015 at 6:31 PM, Licensecart said:

It might cause issues, like I have a card on Blesta but I use PayPal as my main payment so if I paid with a card it would automatically debit every month from the card and not allow me to use the PayPal?

 

I updated the task to recommend that this occur only when making a payment and checking to save the card details.

 

But, essentially yes.. if you didn't have a card set for auto debit, and you paid and saved the card, then it would be set for auto debit. You could go in and change it afterwards.

 

The issue I believe we're trying to solve is someone signing up for service, paying with a credit card, saving the card details, and then having to manually pay when the service renews. If it's a recurring service, and you pay with a credit card, most customers would think that you'll continue to use that card for recurring payments.

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Posted
  On 5/11/2015 at 6:36 PM, Paul said:

I updated the task to recommend that this occur only when making a payment and checking to save the card details.

 

But, essentially yes.. if you didn't have a card set for auto debit, and you paid and saved the card, then it would be set for auto debit. You could go in and change it afterwards.

 

The issue I believe we're trying to solve is someone signing up for service, paying with a credit card, saving the card details, and then having to manually pay when the service renews. If it's a recurring service, and you pay with a credit card, most customers would think that you'll continue to use that card for recurring payments.

 

Maybe after payment made a page asking the client:

 

Would you like us to select this card for autodebit? This means every month we will try to make a payment with this card.

 

Yes | No 

 

If no nothing happens. If yes it makes it the active card.

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Posted
  On 5/11/2015 at 7:48 PM, Licensecart said:

Maybe after payment made a page asking the client:

 

Would you like us to select this card for autodebit? This means every month we will try to make a payment with this card.

 

Yes | No 

 

If no nothing happens. If yes it makes it the active card.

 

Why annoy them with another page?  A checkbox is far superior.

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Posted
  On 5/11/2015 at 7:50 PM, Jonathan said:

Why annoy them with another page?  A checkbox is far superior.

 

Not sure if it's another page, there's a page after their first payment saying payment received. 

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Posted
  On 9/25/2015 at 1:35 PM, sunrisepro said:

Cool. I haven't upgraded to 3.5 yet - can I jump to 3.6 when it comes out or should I do it incrementally?

 

Yes you can, as it's a minor version so we need to use the full zip and there's no patch. However please note that 3.6 will be in Beta first.

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