About Auto Pay
Auto Pay deducts order totals from a customers CSA credit as soon as the order is placed when Auto Pay is toggled on the form setup page (clicking the pencil icon from an online order form page).
Auto-Pay is only available for accounts with the CSA add-on.
With tje CSA add-on each customer has a CSA credit account in VeggieCropper. When Auto Pay is enabled, the credit is taken from the customer's account as soon as the order is placed and updated if the order is changed automatically. Learn more about customer credit here.
If there is no credit in the account, a negative balance will show for this customer, viewable on the Customers page in the ... More menu.
Auto Pay works by taking credit from the email address used to place the order. When a credit is purchased or a sales order is placed, it is associated with an email address.
Using Auto Pay with Auto Order
- Setup and launch your Online Order Form.
- Select 'Auto pay with CSA Credit' is enabled on the Online Order Form Settings page accessible from an existing online order form by clicking on the pencil icon.
- Select 'Send to CSA' from the more menu of the Online Order Form for this weeks share.
- Create email content and click Auto Order to create the share.
When the order is placed, CSA credit for each customer is immediately deducted. For customizable CSA models, members can change their shares (orders) until the window closes. As shares change, Auto Pay will update the credit payments automatically.
Using Auto Pay for an open Online Order Form
- Setup and launch your Online Order Form.
- Select 'Auto pay with CSA Credit' is enabled on the Online Order Form Settings page accessible from an existing online order form by clicking on the pencil icon.
- Click 'Save'
Once orders are placed for this form, that customer profile (based on the email used for the form) will be 'charged'. The charge against the customer's credit will occur as soon as the order is placed - manually by the customer from the Online Order Form as soon as 'Order & Send' is clicked using Auto-Order.
What happens when a customer runs out of credit?
The remaining credit will be used and a customer will see a negative balance on their order confirmation page and in the email they receive after placing the order. Current customer credit balances can be seen on the Customers list. Customers can purchase more credit on an online order form or credit can be manually assigned to them with a + Order and payment tracked on the Orders page.