sunrisepro Posted May 10, 2015 Report Posted May 10, 2015 Is there a setting so when a new account is created that they are automatically set to auto debit? Quote
0 Michael Posted May 10, 2015 Report Posted May 10, 2015 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". Quote
0 sunrisepro Posted May 11, 2015 Author Report Posted May 11, 2015 Bummer - would be good if autodebiting could be set from my end for all subscriptions. John 1 Quote
0 John Posted May 11, 2015 Report Posted May 11, 2015 Bummer - would be good if autodebiting could be set from my end for all subscriptions. +1! Quote
0 Paul Posted May 11, 2015 Report Posted May 11, 2015 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. Quote
0 sunrisepro Posted May 11, 2015 Author Report Posted May 11, 2015 That makes total sense. Otherwise I'm thinking I have to make an email that advises them to setup auto debit. Quote
0 Michael Posted May 11, 2015 Report Posted May 11, 2015 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? Quote
0 Paul Posted May 11, 2015 Report Posted May 11, 2015 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. Quote
0 sunrisepro Posted May 11, 2015 Author Report Posted May 11, 2015 I skirt this issue by only accepting CC payments & no Paypal. Quote
0 Michael Posted May 11, 2015 Report Posted May 11, 2015 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. Quote
0 Jonathan Posted May 11, 2015 Report Posted May 11, 2015 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. Quote
0 Michael Posted May 11, 2015 Report Posted May 11, 2015 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. Quote
0 Tyson Posted September 24, 2015 Report Posted September 24, 2015 New payment accounts created will be set to autodebit automatically if one does not already exist--starting in v3.6.0 (CORE-1653). Blesta Addons and Michael 2 Quote
0 sunrisepro Posted September 25, 2015 Author Report Posted September 25, 2015 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? Quote
0 Michael Posted September 25, 2015 Report Posted September 25, 2015 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. Quote
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sunrisepro
Is there a setting so when a new account is created that they are automatically set to auto debit?
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