Super Admins and Financial Admins can manage a user’s Autobill Plan by pausing or resuming payments directly from the backend. This guide outlines how to pause, resume, or make changes to Autobill Plans for individual users or groups.
Steps for Editing a User’s Autobill Plan
- Navigate to User Management: OR click here while logged into Regpack.
- Search for the user whose Autobill Plan you want to pause.
- Open the user’s profile by clicking their name:
- In the user’s side panel, go to the Autobills tab.
- Change the plan:
- Click Edit Plan located at the bottom of the panel
- Select one of the presented plans
- Save selection
- Pause the plan:
- Click Pause Auto-Payments located at the bottom of the panel.
- Resume the plan:
- Click Resume Auto-Charging Payments located at the bottom of the panel.
Pausing auto-payments will stop the system from automatically charging the user.
To collect any outstanding balances you must:
- Manually process the payment through the backend.
- Have the user log in to their account and make the payment themselves.
The Autobill Plan will remain paused until you resume auto-charging.
Modifying Payment Schedules
Extend Payment Due Date
If you need to adjust the payment schedule for a user or group of users on an Autobill Plan:
- Go to Settings > Autobill OR click here while logged into Regpack.
- Edit the installments for the specific plan.
Important: We do not recommend changing an Autobill Plan after users have enrolled, as this can cause issues. Consult the Support team before making changes to ensure your desired outcomes align with the system’s functionality.
Turn Off Autobill Completely
If you need to stop future payments for all users on all plans:
- Navigate to Project Settings > Payments tab OR click here while logged into Regpack.
- Turn Enable Autobill Payments OFF.
Important: Ensure that you want to stop all automatic payments before changing this setting. This action will halt payments for all users, regardless of their plan.
Managing Autobill Plans ensures flexibility for both admins and users. For further assistance, contact support@regpacks.com.