There are some advanced autobilling options which you can activate when you set up your plans. This article will cover how to change them, and what they are used for.
To begin, make sure you are in the autobilling module by selecting the “Autobill” option under “Settings” on the side menu.
Let’s open an existing plan by selecting “Edit” while hovering over the plan.
The options we are looking for will be located below the plan title, in three categories: “Advanced Calculation Options”, “Locking Options”, and “Products/Services Plan Applies To”. More details on these below.
There are two settings under the Locking Options. All settings here are concerned with the user’s ability to remove themselves from the autobilling plan. “Lock user into plan after first payment” will lock the plan so that the applicant cannot remove it once the first payment has been made. “Lock user into plan after selected” will lock the plan as soon as the user selects it during the registration process. Note that plans can always be removed or replaced by the admin of the system, regardless of the locking settings.
We recommend that you keep “Lock user into plan after first payment” ON for registration.
Advanced Calculation Options
There are four separate advanced calculation options to choose from. Their details are listed below. Note the recommended setting for all options is “On”:
Fixed payments alter how percentage payments are calculated – This is a really useful option when you have a deposit of a fixed amount, followed by a series of percentage payments. Take the following example: Your product is $1,000, and you offer a payment plan with a $200 deposit, followed by four installments of 25% each. With this option turned “on”, the remaining installments would each be .25*$800=$200. The key is that this calculates percentages off of the total *after fixed payments have been accounted for*. With the option turned “off”, the next three installments would each be .25*$1,000=$250, with the final balance collecting the remaining $50. The key is that this calculates percentages off of the *total*.
Always request payment on initial registration regardless of plan start date – This setting will make sure the user will be requested to make a payment when on a payment plan regardless of the initial start day of the plan. This ensures that the system will have a payment method on file to charge on the future payment dates in the plan.
Evenly distribute percentage units with past dates to future units – Checking this option will make the system automatically distribute amounts set to past dates for percentage units to the future dates. This means new users will see only future payments and no overdue payments (unless they are fixed amount units) if they add themselves to a plan after the first payment date has past. Note that this does not include the balance since it is assumed that the percentage units are disconnected from the balance that needs to be paid.
Include balance when distributing percentage units for past dates – Checking this option will make the system automatically regard the balance as a percentage unit when distributing payments for past dates.
Use this option if you wish the system to distribute even payments including the balance.
Product categories plan considers
This option is used when you just want a payment plan to apply to a specific set of products. This option is great when you offer a very expensive product or service which should be paid off in installments alongside other products or services which are less expensive and should be paid off immediately.
When you select “Selected Products / Services” option, you will be taken to a separate window where you can specify which product categories or products this payment plan should calculate based on. You can choose full categories the plan should apply to, individual products, or a mix of both. This will depend on your product set up.