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I have customers set up in our credit card processor that automatically pay their monthly or quarterly bill. They currently do not have invoicing set up in Odoo (I presume I need to do that first) but once they do, can I set up Odoo for automatic recurring payments as well as invoices? 


I understand there must be an invoice (subscription) to start with. I don't know how to connect that invoice with automatic payment in Odoo. Does it stay set up in my credit card processor and I just match them in reconciliation or can it be automatically matched? How to set that up?


Version saas-18.3

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Best Answer

Hi,

Please refer to the following links:

1. https://www.youtube.com/watch?v=vOiJeA-RV5o


Hope it helps.

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