Field/Function

Description

Email Recurring Billing Invoice to:

Provide one or more email addresses to evoke automatic email functionality (up to 255 characters). An email is sent out automatically when a billing run generates. The email includes the invoice generated during the billing run for the order. Separate multiple email addresses using a comma or semi-colon.

In addition to the invoice email, if the account is setup for Recurring Payments, then a second email is sent out to these recipients that includes the cash receipt generated from the billing run for the electronic payment. If the billing record is setup for Recurring Payments, then the field label includes “and AutoPay Cash Receipt” in the title. Otherwise, if “none” is selected for the Payment Method, then the field label reads,

“Email Recurring Billing Invoice to:” only.

Use this section to establish Recurring Payments for the billing items generated for this order record. When billing is run, the application automatically attempts to process payments for the amount of the open billing items.

Payment Method

Specify which payment method established for this order is referenced for Recurring Payments. Setting this field instructs the application to automatically attempt to process Electronic Payments for the specified method.

Methods available are those defined for the order through Capture New Payment Method (accessible through the AutoPay Setup (Recurring Billing) screen), Credit Card/Bank Payment or Authorization, and through the Online Payment site.

Check this option to send an email having a copy of the cash receipt to the email address specified within Payment Setup upon a successful auto payment.

NOTES:

•      With this flag checked, an email address is mandatory to be provided within the Payment Setup tab.

•      If auto payment is not setup and this flag is checked, no cash receipt email is generated.

•      Users who consider their Credit Card/Bank Statement enough for information may consider leaving this option unchecked.

•      This option is checked for all billing records by default.

Use Online Payment

The Use Online Payments option is available when one or more emails are established for the record within the Email Recurring Billing Invoice to field. When this option is checked, the application sends an email containing a hyperlink to the Online Payment site, from which the customer can pay their invoice using a credit card or bank account. There is also an option to retain the payment method for future billing on site, as well. Refer to Electronic and Online Payments for more information.

Payment Method Management

Access the Payment Method Managementscreen through this button. From this screen you can mark a payment method as active and available or inactive, you can also set a nickname for the payment account, which is helpful to match the payment information to the appropriate billing.

You must have appropriate access to the “Electronic Payment Management” module to access this functionality. Refer to Electronic and Online Payments for details.

Capture New Payment Method

Pressing this button opens the Capture New Payment Methodscreen, allowing you to enter a new payment method for this order, which ties the account to a particular credit card or bank account for processing of payments through Recurring Payments as part of a Recurring Billing and Storage run.