Regpack’s proprietary System Autobill feature simplifies payment processes by offering installment plans automatically at checkout. This guide explains how System Autobill works and how to manage it effectively.
What is System Autobill?
System Autobill uses Regpack’s algorithm to automatically generate installment plans for 3, 6, 9, or 12 payments at checkout. The feature evaluates:
- Cart Dates: The start and end dates of the products in the user’s cart.
- User Profile: Ensures no conflicts with custom or triggered autobill plans.
The number of payments offered adjusts automatically based on:
- The product’s end date.
- The total amount of the order.
Goal: Ensure the user’s balance is paid off by the product’s end date.
How to Disable a System Autobill Plan
- Navigate to Settings > Autobill OR click here while logged into Regpack.
- Click on the plan you wish to disable.
- Select Disable Plan.
Note: System Autobill plans cannot be edited or added. However, unique autobill plans can be created as a substitute for System Autobill.
How to Completely Turn Off System Autobill
- Go to Settings > Project Settings > Payments OR click here while logged into Regpack.
- Scroll down and toggle Automatically secure revenue by offering installments at checkout to OFF.
- Click Save.
How System Autobill Works
System Autobill ensures users not on existing autobill plans can pay in installments. Key details:
- Display: Plans are shown on the checkout form but are not editable.
- Selection: Autobill plans can be selected on the Payment Options form or triggered automatically.
Eligibility for System Autobill:
- Users not already on an autobill plan.
- Balances over $50.
- Products with start and end dates.
- Payments made before the product’s end date.
When System Autobill is Hidden:
- On the Payment Options form (form with autobill widget).
- For users already on an autobill plan.
- For additional users in a group if one user has selected an autobill plan (applies to all in the group).
- When System Autobill is not enabled on the project.
Group Project Notes
- If one user in a group has an autobill plan and another does not, autobill options will not display.
- The installment schedule is calculated based on the earliest product end date in the group.
- Example: A family with one child’s product ending on 8/1/2023 and another’s ending on 5/1/2023 will have installments calculated to end by 5/1/2023.
- Additional group members added to the account will inherit the same autobill plan.
- If sub-units in the group are on different autobill plans, System Autobill will not be offered at checkout.
Important Notes
- System Autobill should not be used for recurring products.
- The feature is designed for finite payment schedules and is ideal for ensuring timely completion of balances.
For additional assistance, contact support@regpacks.com.