Our Autobill tool is great for regulating your cash flow. You set payment plans in place and the system automatically charges your applicants. Today we will look at how to create an autobill plan.
Take a quick watch of our Autobill overview video, and then follow the steps below to set up your plans!
First navigate to “Settings” and click “Autobill.”
To create a new plan, click the blue “Create New Autobill Plan.”
Under “Plan Settings” you can type in the autobill plan name, select a specific category it should be under, decide if it’s user facing or admin facing, if it covers the entire order or only specific products, when it will lock into place, and more. Once you have made your selections, click “Go To Next Step.”
“Payment Schedule” is the next section and where you will decide the plan end date, if a deposit is required, what that deposit amount or percentage is, how often the plan will charge your applicants, and if there should be a limit to the number of payments transaction in this plan.
The first detail is the date the plan will go into affect:
○ Application date makes the due date relative to the day they first created an account
○ First Order makes the processing date relative to the date they first order their products.
○ Date plan selected makes the due date relative to the day they first selected the plan. This is the most flexible option, and is recommended
Next is when the plan will end — the absolute last possible transaction for your applicants.
You have the option of requiring a specific deposit amount. Select “Yes” for “Is there an initial deposit to be paid?” and from there, you can set the amount – either a percentage of the order or a specific dollar amount.
Next choice is the payment structure — how often those charges will occur. You have several options when selecting time ranges, as shown below:
Note, that if you select “Custom”, this will allow you to set specific dates, amounts, percentages and number of payments. Once you select “Custom” the interface will change, and you will not be able to revert the plan.
If you go the non-custom route, and instead select a predetermined timeline for payments, your next choice will be to limit the number of payment transactions in a plan or not.
NOTE: If you are charging a deposit, the deposit is considering 1 payment. If you would like a deposit + 4 payments, you must put “5” in the “maximum number of payments” field.
If you do go the “Custom” route, then you will have the opportunity to add units to your plan and decide whether it’s a calculated date or fixed date, a percentage or a set figure, and what the payment installment timeline will be.
After you’ve set your payment structure details, click “Create Payment Schedule.”
If you’d like to limit who can see or be on this new autobill plan, click “Trigger.”
Your options include showing the plan to users who meet the condition, automatically add the plan to a user’s cart when they meet the condition, and adding the plan to a user’s cart automatically when they meet the condition AND allowing users who don’t meet the condition to view and select the plan.
Once you select what the trigger should do, click “Set Trigger Conditions” and set the conditions for the trigger. Examples include a specific product added to their cart, a specific answer to a field on a from, and more. Check out our articles on triggers to learn more about setting triggers.
Of course, if you set a trigger, remember to hit “Save Autobill Trigger.”
Add an Autobill Plan to a Specific User or Group of Users
If you create a custom autobill plan for a user or group of users, or just want to add an existing plan to a user, it’s simple to do from User Management.