Billing Automation

Articles

Billing Settings
We use the Billing Settings to define global defaults for payments.  Go to E-Commerce > Settings in the master nav.   Click on Orders  in the settings menu.   In the Billing section, you can review and edit the foll...
Sales Tax
Infusionsoft can automatically calculate and apply Country, State, and City sales tax to online and offline orders. Taxes are determined by the tax laws of your country, state, city, or province. If you aren't sure of tax laws, contact your tax ...
Change The Default Shipping And Billing Country For Online Orders
The default country is pre-selected when a customer checks out through your Infusionsoft Shopping Cart or Order Form. You can change the default country in the Order Settings. Go to E-Commerce > Settings in the master nav. Click on Orders...
Set Up A Payment Plan
You can define the number of installments and number of days between charges. You also have the option to charge a percentage or fixed dollar amount finance charge to each installment. The criteria you define determines when a pay plan is visible in...
Set Up Automation When An Autocharge Fails Or Is Successful
Infusionsoft automatically charges a credit card when a customer makes a one-time purchase and elects to pay in multiple installments (payment plan) or when they purchase a subscription program that involves recurring billing. If a customer closes a...
Set Up Automation Based On Credit Card Expiration Date
You can set up billing triggers that help you proactively communicate with a customer when their card is about to expire. This type of follow up will reduce auto-charge failures due to expired credit cards. Expiration Trigger Timing:  The bil...
Create A Billing Reminder With Merged Credit Card Information
You can send an email reminder that a credit card is about to expire. You can only access credit card merge fields when you create emails through the Billing Automatons. Go to E-Commerce > Settings Click on Billing Automation in the ...
How Your Customers Update Their Credit Cards
The Infusionsoft E-Commerce module includes a secure portal your customers can use to update their credit card information online. The credit card update merge fields are available when you create billing related email templates through E-Commerce ...
Send Yourself An Order Notification Email
You can receive an order notification email for each shopping cart purchase and customize a few other Shopping Cart settings. Go to E-Commerce > E-Commerce Setup in the master nav. Click on the Shopping Cart Settings link at the top righ...
When E-commerce Actions Run
Guest Author:  Christian Wiles Infusionsoft Certified Consultant and Developer Automate Today, LLC   There are a lot of automation options when working with the E-Commerce portion of Infusionsoft. Sometimes it is tough to f...
Automate Follow Up on Failed and Error Purchases
"Purchase Actions" are completely optional. A purchase action that runs when a specific item has been purchased is now incorporated directly in the campaign builder. So "Successful Purchase Action", "Contact Creation Action&...
Invoices and Receipts
Order Invoices serve two purposes in Infusionsoft: they are used to request payment for unpaid orders and are sent as a receipt for paid orders. There are two options for Invoices and Receipts Enable Payments Invoice & Receipt Leg...
Setup Payment Collection Invoice
Enable payment collection on Invoices The invoices will work with all order types: online orders, unpaid orders, or manual orders. To enable this feature: Go to E-Commerce > Settings   Click on Orders   Under the Invoice&nbs...
Automate Follow-Up When a Purchase is Made
By default, purchase actions trigger when someone purchases through the shopping cart and order forms. Purchase actions will also trigger for legacy order form purchases and manual orders if you have a product specific action set up and you have thi...
Manually Send an Invoice
You can also manually send an invoice when a customer requests it, you want to send an invoice for an unpaid order, or if you are not automatically sending invoices upon successful payment. While viewing a contact record, click on the Order tab. ...