The Autobill Module is an excellent way to regulate cash flow by creating and managing payment plans. Admins can define installment schedules, set eligibility criteria, and let the system handle automatic charges. Users can even be enrolled in multiple autobill plans simultaneously, ideal for projects with varied products and payment timelines.
Key Features of Autobill
- Admin Control: Create and manage autobill plans for specific products or entire orders.
- User Flexibility: Enable multiple plans for users to cover different products.
- Automatic Consolidation: Multiple product plans sync into a single consolidated plan for users but remain trackable on the back end.
- Customizable Options: Adjust locking settings, charge dates, and deposit requirements.
Creating an Autobill Plan
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Navigate to Autobill:
- Go to Settings → Autobill OR click here while logged into Regpack.
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Enable Multiple Plans (Optional):
- Go to Tools in the upper right corner
- Click on Autobill General Settings
- Turn Allow users to be on multiple plans ON if you'd like to allow multiple product-based autobill plans.
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Create a New Plan:
- Click the blue Create New Autobill Plan button.
- In the Plan Settings, provide:
- Plan Name
- Plan Category
- User-Facing vs. Admin-Facing options
- Scope: Apply to the entire order or specific products.
- Locking Options: Outlined below
- Review and set advanced locking options as needed.
- Click Go To Next Step to proceed to the Payment Schedule.
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Configure Payment Schedule:
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Start and End Dates:
- Choose when the plan begins (e.g., date selected, registration date, first order date, or fixed date).
- Define the end date to calculate the required number of payments.
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Deposit Options:
- Choose between static or percentage-based deposits.
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Start and End Dates:
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Charge Dates:
- Select bi-weekly or monthly options, or create custom schedules.
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Charge Dates:
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Number of Payments:
- Automatically calculate based on start, end, and charge dates, or manually set a maximum.
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Number of Payments:
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- Click Create Payment Schedule to finalize the plan.
Editing Locking Options
Under Settings → Autobill → Edit Plan, configure:
- Lock User Into Plan After Selection.
- Lock User Into Plan After First Payment.
- No Locking: Turn both options OFF to allow maximum flexibility.
Note: Admins can always remove or replace plans regardless of locking settings.
Managing Autobill Plans
Editing Plans
- Go to Settings → Autobill.
- Click Edit beside a plan to adjust settings.
- Editing plans will affect any enrolled users.
Deleting Plans
- Navigate to Settings → Autobill → Edit Plan → Delete Plan.
- If users are enrolled, you will see options to:
- Move users to a new plan (create the new plan first).
- Remove users from the plan without transferring them.
Important: Notify clients when deleting or changing plans as it will impact their future payments.
How to Create an Autobill Payment Options Form
First, you'll need to create a new form.
Next, hover your cursor over the new Payment Options form and click Edit Form Fields → Inside the form, click Add Field to Form → more options will appear on the left side panel, scroll down and open the Payments and Orders category → hover over Autobilling Options and add to the bottom of the form → click Save Form to save your changes.
Lastly, you'll need to trigger the form to add to users. Navigate back to the list of forms → hover your mouse over the payment options form and click Trigger → Registration → add the User Account Created trigger → make sure Update Existing Users is checked → That's it I'm Finished.
The Autobilling Options field shows the autobill plans in the project.
How to view a list of users on a specific Autobill plan
There are three ways you can view a list of users on a specific autobill plan.
1) Navigate to settings → autobill, where you will see the list of your autobill plans.
- To the right of each plan, you will see a status bar. Click the status bar to pull up the list of users enrolled on that plan. The numbers indicate the amount of users who made payments out of the total amount of users enrolled.
2) From the User Management page, use the filtering tool to search for users on a specific autobill plan.
- Click into the search bar → click payments and autobill → autobill → select the autobill plan you want to filter for → done.
- This will pull up a list of users that have this autobill plan. You can then select all of them to send an email or run a report.
3) In User Management, you can view a specific user's autobill plan by navigating to the autobill tab in the user side panel after you've clicked on the user's name.
- In the autobill tab, you will see the option to "view all on plan (backend only)". Clicking this will take you to the same list of enrolled users that you can view from settings → autobill in the first option above.
Clicking to see the list of enrolled users will also show you useful information about your users on the autobill plan. The display includes:
- Names of users on the autobill plan
- If a payment method is not saved on file
- If specific users have overdue payments and the amount overdue
- How many installments out of the total occurred.
- You can also select one or more of the users listed on the plan, and click User tools at the top right, to perform any action including emailing and running a report.
Prioritize Autobill Plan Payments
When your applicants are on autobilling plans that are product-category-specific, the payments they make will by default pay for all of the items outside of the plan first, and then the products within the plan second (since they will continue making payments for this product). Although this is something typically you would not need to adjust, we give you the option to make the payment count towards the products associated with the payment plan first if desired.
Adjusting Autobill Plan Settings
- First make sure you are on the Autobilling page. Head to Settings → Autobill.
- Click tools at the top of the page, and then click General Settings
- Click the toggle next to Balance outside of plan is paid last to toggle it ON.
- Make sure to click save once you are done!
Stopping or Pausing Autobill's Auto-Charge Function
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 Autobill 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.
Note: 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.
System Autobill - Algorithmically Generated Installments
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 8/1/2025 and another’s ending on 5/1/2025 will have installments calculated to end by 5/1/2025.
- 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.