Here you can add the distributor’s preferred payment method and configure automatic payments.
This panel is active after you have configured an external payment system and associated it with the currency the distributor is charged in. Automatic payment configuration is available with payment systems that do not require credit card security code verification (they either store the security code or use tokens to process payments).
If the external payment system supports token-based payment processing, this panel becomes active once a distributor adds a payment method via the self-care interface.
To view the payment method details, click Info .
To delete the payment method, click Delete .
Charge the invoice amount using this method
This controls whether to charge a distributor automatically when a billing period is closed and an invoice is generated. A distributor inherits the settings you define in the customer class. Select one of these options to override the settings for this distributor:
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Yes – the distributor’s credit card will be charged once an invoice is generated.
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No – the distributor’s credit card will not be charged automatically.
Use automatic payments
PortaBilling automatically charges a distributor’s credit card whenever their balance crosses a specified threshold.
Automatic payment amount
Specify the amount to charge.
Apply payments when the balance exceeds/drops below
Specify the threshold amount. When the balance reaches the threshold, PortaBilling charges the credit card.
