Home » Help Center » Edit an Autobilling Plan

Edit an Autobilling Plan

 

To begin, make sure you are in the autobilling module by selecting the “Autobill” option under the “Settings” menu located to the right of the Regpack logo.

 

 

To Edit a plan, scroll down the page until you find your plan.

 

At a glance, you’ll be able to see a summary of the title, the amount of installments, and the amount and due date of those installments.

 

 

At the top, you can change the title. Below, you can set it to be visible to users by toggling the “Available to users for selection” on, or hide it from users by toggling it off. To the right, you can configure the advanced options, which you can learn more about HERE.

 

 

At the top, you can change the title. Below, you can set it to be visible to users by toggling the “Available to users for selection” on, or hide it from users by toggling it off. To the right, you can configure the advanced options, which you can learn more about HERE.

 

 

From here, you can mouse over the name of the plan and click “add unit” to begin adding installments.

 

 

Or you can edit an existing installment by mousing over the installment and clicking “edit unit”.

 

The options for set up are the same.

 

 

Above, you can give it a label. Below that, you need to choose how much is charged and when.

 

Amount

 

● Entering a percentage will charge a percentage of their total balance, or the total balance of products within a category. See THIS article on advanced options for information.

● Entering a fixed amount will charge that amount, but will not exceed the balance (ie if the fixed amount you enter is larger than what the applicant owes, it will only charge what the applicant owes.)

 

Processing date

 

● Setting a calculated date let’s you set the processing date to some amount of days, weeks, or months relative to some starting point. You have three options for setting the starting point

 

○ 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. Note that products must be delivered in order for this date to reset

 

○ 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

 

When you are done, click “update scheduled payment”. If you would like to delete the unit, click “Delete unit”