The Charge Invoice Amount using the saved Payment Method list allows you to define whether a customer should be automatically charged when the billing period is closed and the invoice is generated.
If you want to charge a customer’s whenever their balance crosses a specified threshold, select the Pay... when the balance exceeds (for postpaid customers) or Pay ... when the balance drops below (for prepaid customers) check box, and when the customer’s balance crosses the threshold specified in the when the balance exceeds / when the balance drops below field, their credit card will be charged for the amount specified in the Pay field.
This section is available only when a suitable payment processor is set up in the system, and a customer has an online payment method configured as their preferred one.
Auto payments can be set up for not external payment systems that:
support tokenization for payment processing; or
do not support tokenization and do not require the CVV code.
If the payment system is configured to use tokens for payments, this section appears only once a token has been returned by the payment processor and saved by PortaBilling®. Since the payment processor returns a token upon the first successful transaction with a new credit card (or other supported payment method), at least one manual transaction must be successfully completed for the auto payments section to become available.