Setup (Auto pay)
- Aliena Somers
The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system.
Bill Group Setup
Pathway: Setup > Accounting > Bill Group
In the Settings tab for Bill Group Setup, review the Billing Auto Pay Process Date field and Scheduled Auto Pay Time field for the selected bill group. The Update Bill Group editor displays by double-clicking within the row of a Bill Group. Settings are Bill Group specific.
Billing Auto Pay Process Date
Assists in defaulting date when future dating auto pay batch during billing.
Scheduled Auto Pay Time
Select a time to process account balance payments for the selected Bill Group. Payments for accounts in the Bill Group will process daily at the selected time.
Recommendation: Anytime before 9:30 pm EST. 9:30 pm EST is the settlement time for next day credit card payment funding through Pineapple Payments.
Account Class Setup
Pathway: Setup > Customer > Account Class
The Portal/Payment Processing tab in Account Class Setup establishes the auto pay amount that will process for accounts in the selected account class. Selections here are Account Class specific.
Enable Auto Pay Processing Fee
Select this box to apply a processing fee to customers using auto pay. If selected, review fields: ‘Credit Card Processing Fee Type ' and 'ACH Processing Fee Type’ for additional fee setup.
Billing Auto Pay Amount
Invoice Amount
Select this option to process only the current invoice amount for customers.
Balance Due
Select this option and auto pay will process the total balance due on customer accounts.
This option will not be applied to accounts where ‘Bill By Service Location’ is enabled and will instead default to Invoice Amount.
Customer Setup
Pathway: Customer > Search > Accounts
Add and manage a customer’s auto pay payment method using the AR History tool in their customer account.
Only one auto pay payment method can be active at a time.
Select the AR History icon from the Customer Account screen to display the AR History editor.
Select ‘Credit Cards On File’ and the Account Payment Methods editor will display.
3. Select the green '+' icon to add a new account payment method.
4. Select the payment Type from the drop down. Options include: Credit Card and Bank Account.
5. Complete all required fields for the selected payment type.
6. Click Save when finished.