Autobilling: What is it and How do I Use It?

Auto billing is a feature that allows our customers to purchase products and services and be billed later to the card we have on file.  You have complete control over who you allow to Autobill, how much they can Autobill, what portion they have to pay upfront, how long they have to pay, and everything in between.

The software has customized logic built in to determine how risky it is to allow Auto billing to a certain customer based on their previous history with us, whether they have had declines, and whether they have paid up or not.

Customers' accounts will display their allowed auto bill limit on the front page. The software has already done the due diligence for you before it will allow you to Autobill.

 

Limits are set by the system for each account and can be manually edited at your discretion.
If the autobill limit is 0.00, then the customer is ineligible for auto-billing.

How to use Autobill at checkout.

Auto billing is fully automated as it will set up an automatic draft on the date that you specify for the amount you enter. This payment will be scheduled and processed automatically when the time comes.

At checkout, Instead of clicking the credit card button, the employees click on the Autobill option as the form of payment.

Once selected, the system will prompt that an Autobill Date must be selected. ** NO AUTOBILL WILL BE ABLE TO BE PROCESSED WITHOUT A DATE SELECTED.
This will be entered from the box to the right of the Autobill amount.

Once entered you will complete the sale as usual. A pending order for the amount to collect will display on the customer's account once the transaction is completed.

It will show PENDING and the date for the automatic draft. If the customer decides to pay before that day, you can stop the upcoming autobill by marking it as paid.

If the automatic draft is declined, then the status will change from PENDING to PAYMENT DECLINED.
In this case, the customer can make a payment and you will need to mark the order as paid so that autobill can be used again.

How to edit or disable autobill on a customer's account.

An admin can edit the autobill limit or disable it as needed.
Go to MORE DETAILS> ACCOUNT DETAILS/HISTORY. On this screen, you can enable/disable auto bill and set the credit limit.

Click the amount displayed for Autobill Limit and enter the amount you want to allow this customer.

Press ENTER on your keyboard to save your changes.

Things to know regarding Auto billing:

• Commissions are NOT paid on Autobills at the moment of the sale. Any bonus from auto bill sales will populate once a successful auto bill draft occurs. If an autobill draft is declined, then an admin will have to mark it paid for the commission to apply.
  
  
• Please note that any declined autobills will be added to the account as a Past Due Balance and processed through automatic drafts and redrafts on their corresponding dates. 
  
  
• Once all available autobill limit has been used, the Autobill maxed-out message will display.
  Once all pending/declined auto bill orders are marked as paid, the limit will reset again.
  
  

Here are the steps to follow to mark an Autobill paid:

Go to the Customer's Account and search for the pending or declined Autobill. 

Click on the word “Pending” or "Declined" This will open up a box. 

Type in the word “Paid” and make sure to leave only one space before the date. 

Hit ENTER on your keyboard to save your changes. 

The Autobill will now show as paid and any commission will show for the employee if commission is earned.  

You can contact support to set an autobill limit for all accounts at once and to edit the number of days allowed for autobill payment to be scheduled.