In addition to automating the invoicing side of recurring fees, the Agent Billing module also helps admins to collect money by charging their agents' credit cards.
This portion of the agent billing module is optional.
Configuration
If you plan to completely automate the collection of money from your agents, the first step is to connect a payment gateway to your BoldTrail BackOffice account. BoldTrail BackOffice supports the Braintree payment gateway. Here are the instructions on how to get it connected.
Recurring billing automatically charges agent's default credit card. If the payment fails, it will be reflected in the ledger.
Payment methods management
Here is a short video explaining how to add, update, make default, or delete payment methods:
Chargebacks handling
Your payment gateway will notify you about any chargebacks you receive and will provide further instructions on how to handle them - read more...