Configure Payment Capture

WHMCS can automatically charge your customers’ payment methods. This removes the need to run credit card charges manually when a customer pays for a renewal.

For more information, see Automation Settings.

To configure payment collection settings:

1. Go to the Payment Capture settings.

Go to Configuration () > System Settings > Automation Settings.

Scroll to the Payment Capture Settings section (Credit Card Charging Settings in WHMCS 8.1 and earlier).

2. Set Process Days Before Due.

For Process Days Before Due, set when the system will process the payment by entering the number of days before the due date.

The Process Days Before Due setting in Automation Settings

Enter 0 to capture payment on the invoice due date.

3. Enable Attempt Only Once.

Check Attempt Only Once if you only want the system to attempt charging the customer once.

The Attempt Only Once setting in Automation Settings

If you do not check this, the system will attempt to capture payment until it succeeds (daily or weekly, depending on the Retry Every Week For setting).

4. Set Retry Every Week For.

For Retry Every Week For, enter a number that is greater than 0 to cause the system to attempt payment capture weekly for that number of weeks until it succeeds.

The Retry Every Week For setting in Automation Settings

For example, if you enter 2, the system will attempt capture on the due date, seven days after the due date, and one final attempt 14 days later.

Enter 0 to attempt capture every day until payment succeeds.

5. Set CC Expiry Notices Date.

For CC Expiry Notices Date, enter the day of the month on which to send reminders to clients about upcoming credit card expirations.

The CC Expiry Notices Date setting in Automation Settings

For example, if you enter 25 (the default value), the system will send notices on the 25th of the month whose cards expire in the next month.

When the system sends this email, it will also remove the expiring credit card from the client’s records unless you check Do Not Remove CC on Expiry.

6. Enable Do Not Remove CC on Expiry.

Check Do Not Remove CC on Expiry to keep the client’s credit card information on file after its expiration date.

The Do Not Remove CC on Expiry setting in Automation Settings

Enabling this will not change whether your system sends expiration notices according to your other settings.

Last modified: June 5, 2024