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.
Autobill plans provide a powerful way to automate and streamline payment processes for your users and organization. For further assistance, contact support@regpacks.com.