Managing Automatic Payments (Legacy Billing – Freshbooks)

Potentially Outdated Information

We have a whole new invoicing process that is integrated with our customer dashboard.The following article only applies if you have not transitioned over to our new integrated invoicing, and you are still receiving invoices exclusively via email.

 

If you are receiving monthly invoices from BillFixers, you can easily save your payment details so that you are automatically billed each time you are invoiced. Your credit card information can be used to pay the Invoice and be securely stored for future Auto-Billing transactions on this Invoice.

From time to time, your saved credit card may get declined due to either incorrectly entered credit card details or outdated/incomplete credit card details.

Read below on how to save, update, and remove your payment information.

Monthly invoicing is a payment option for 50% of the total savings, and invoices will not be synchronized with your provider’s billing date. 

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Adding your Credit Card Information:

    1. Find your most recent email with a link to the recurring Invoice. Open this link
    2. On the Invoice, click on the Pay Online button
    3. Enter your credit card details and billing address
    4. Check the box off next to Save card and automate future payments to enable recurring payments (Auto-Billing)

Save_and_automate_future_payments

  1. Click on the Pay Now button to finish.

Updating your Credit Card Information:

    1. Find your most recent email with a link to the recurring Invoice. Open this link
    2. Click on the Edit Card link in the notification box above the auto-paid Invoice

    1. Alternatively, click on Profile in the top right corner, then click on the Automatic Payments sub-tab

  1. Click on the Change Card button
  2. Add in your updated credit card details and click Save Card to finish.

Paying a Declined Auto-Bill

If your credit card information is outdated or expired, this can cause the Recurring Invoice to decline. You can pay the Invoice directly while updating your credit card details to re-enable future automatic payments (Auto-Bills) with these steps:

    1. Find your most recent email with a link to the recurring Invoice. Open this link
    2. On the Invoice that declined, click on the Pay Online button
    3. Enter your updated credit card details and billing address
    4. Check the box off next to Save card and automate future payments to enable recurring payments (Auto-Billing)

Save_and_automate_future_payments

  1. Click on the Pay Now button to finish.

Removing your Credit Card Information:

    1. Find your most recent email with a link to the recurring Invoice. Open this link.
    2. Click on the Edit Card link in the notification box above the auto-paid Invoice
    3. Alternatively, click on Profile in the top right corner, then click on the Automatic Payments sub-tab
    4. Click on the Change Card button
    5. At the bottom, click on the Remove your card link and you will no longer be billed automatically.

Remove_Credit_Card

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