When you filter by payments in the search bar, you have the option to filter by specific Autobill plans, as well as Autobill payment status. Those statuses include:
– Whether a user is on an Autobill plan
– Whether a user is NOT on an Autobill plan
– If a user has an overdue payment on an Autobill plan
– Users who are on an Autobill plan, but do not have a saved payment method on file.
Filter by Autobill payment status and plan
By Autobill plan:
These filters allow you to get even more specific with payment-related communication to users and will help increase on-time payments.
View all users on Autobill plan from Autobill Settings
As always, you can navigate to the Autobill settings page, click on a specific plan and view all users on that plan.
When you click on the numbers, as highlighted above, a side panel will show all users on the plan, and allow you to select some or all users and perform several system actions, as shown below:
Run bulk actions on users on specific autobill plan
Bulk actions include running a report, sending an email, adding a status, or adding a form to this group of users.
Just one more way flowing through your Regpack projects helps increase productivity in your day-to-day workflow.
View all on Plan from User Side Panel
For users enrolled in 1 autobill plan, you can view all users on that specific plan right from the user side panel.
For some users, in the Autobill tab, you will see the button “View all on plan”. Cliking this will allow you to view all users on the plan, as shown above.