Chasing wholesale customers for invoice payments takes time you’d rather spend elsewhere. With auto-charge, Wholesale Payments bills a customer’s saved card automatically when each instalment is due, so payments collect themselves. This guide shows you how to turn it on.
Before you start
- Wholesale Payments active and connected to Stripe. How to set up Stripe for wholesale payments
- At least one payment plan set up. How to create payment plans for wholesale customers
- Customers who will be auto-charged need a saved card on file, which they add when they first pay through Wholesale Payments.
Turn on automatic payment collection
- Go to Wholesale → Settings → Wholesale Payments.
- Open the Checkout tab and find the Checkout Settings section.
- Turn on Auto Charge Invoices.
- Turn on Show Auto Charge Label if you want customers to see at checkout that future instalments will be charged automatically.
- Set the CRON Schedule to how often you want the plugin to check for and charge due invoices.
- Click Save Changes.
How auto-charge works
With auto-charge on, Wholesale Payments charges the customer’s saved card automatically as each instalment falls due, on the schedule set by your CRON Schedule. The customer doesn’t need to do anything after the first payment.
With auto-charge off, the customer is sent each invoice to pay manually instead. Use auto-charge when you have ongoing terms with trusted buyers, and leave it off when you’d rather customers approve each payment themselves.
Frequently asked questions
What if the customer has no saved card?
Auto-charge needs a saved card to bill. If there’s none on file, the customer is sent the invoice to pay manually instead.
How often are due invoices charged?
On the interval you pick in CRON Schedule. The plugin checks for due invoices on that schedule and charges them.
Does the customer know they’ll be auto-charged?
Turn on Show Auto Charge Label to display a note at checkout so customers know future instalments are collected automatically.
Need Help?
If you have a question or run into any issues, we’re here to help.
- Premium users: Open a support ticket
- Free users: Visit our community forum
