Navigate to “Settings” and then “Autobill.”
You will see all of your Autobill plans and a status bar to the right of each, which shows how many users are enrolled on each plan and how many of them have made payments.
You can also find a list of everyone on a specific autobill plan by either filtering for it using the search bar
or clicking on the “view all on plan” from any user’s Autobill tab in the user panel:
Once you click on the plan, it will display who is enrolled on this specific plan, if a payment method is not saved on file, if specific users have overdue payments, and by how much, and how many installments out of the total have occurred.
From here you can select someone’s name and the user side panel will display, which will allow you to look up specific user details, send a specific email, log a comment for your other admins to see, change the user’s form, change the user’s cart, log a payment/issue a transaction, or edit their autobill plan(s).
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, running a report, etc.
Remember when you make changes to who is on an autobill plan — adding or removing them from a specific plan — to make sure that there is still a payment method saved, so the payment plan can charge on their next bill date.
Note that you can filter for all users on an autobill plan with an overdue payment in the Users module.
Use the filter tool to find these users and send them an email with a reminder to pay. In most cases, users with overdue autobill payments are because there is no payment method saved on file.