Auto Charge allows you to automatically charge your Clients for their Invoices or Credit Requests once sent. It can be enabled via the 'Auto Charge' checkbox found on System > Settings > Accouting Settings > General.

The payment is delayed to allow customers to review their Invoices and give them time to dispute it if needed. After the delay, the Client's primary saved payment method will be triggered.

This is the time between creating a deferred payment and when a Client's saved payment method is actually charged. The minimum this can be set to is '0', which will cause the payment method to be triggered after around three hours.

You can allow auto payment by navigating to System > Settings > Accounting Settings > General and selecting the 'Automatically mark Invoices paid' box. If an invoice is sent to a client, and that client has enough funds in their balance, the invoice will be automatically paid. Otherwise, the invoice may be only partially paid. The client will receive an email notification stating that their invoice has been automatically paid from their balance.

For example, if a client has £300 and you send an invoice for £300, that invoice will be sent to the client as already paid. If a client has £100 and you send an invoice for £300, then the client will be told that the invoice has had £100 paid off it already and that they still owe £200.

If a customer has saved their card details when paying an invoice or topping up their account using Stripe, then you can choose to pay an invoice or credit request using the option 'Take Deferred Payment.' When this is selected, the client will receive an email explaining that you will take payment after a delay, which defaults to 5 days. The deferred payment delay is customisable in System > Settings > Accounting Settings > General.

After the time period, payment is then taken against the card on the client's account.

To enable Auto Charge for individual Clients, follow these steps:

To disable Auto Charge for individual Clients, follow these steps: