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 edit an autobill plan.
Just remember with Regpack, although you can alter basically any part of your registration process at any time, it is not always recommended to alter your autobill plans after your applicants have already started making payments. If you find yourself in that position, feel free to reach out to our Support Team for expert advice.
First navigate to “Settings” and click “Autobill.”
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 max number of installments (if applicable), deposit requirement (if applicable), the plan end date, and the breakdown of how often the charges will occur.
Simply click “Edit” on the plan you wish to alter.
Under “Plan Settings” you can alter the autobill plan name, category, 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. Specifying which products an autobill plan is eligible for is a popular choice and will help to customize the flow for your applicants by showing plans only related to the products they are ordering.
Once you update the “Settings,” don’t forget to click “Update Plan” in the bottom right.
You can also make edits and changes in the tabs to the right of “Plan Settings”. Under the “Payment Schedule” tab, you can edit/set the plan end date, if a deposit required, the deposit amount, how often the plan will charge, and if there’s a limit to the number of payments.
The first option is the date the plan will go into effect:
○ 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 you can set when the plan will end.
You can also specify if there’s a required 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, you can select the Payment Structure, or the dates future payments are due.
You have several options when selecting when future payments are due, 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 have gone the non-custom route, and instead selected a predetermined timeline for payments, your next choice to edit will be to limit the number of payment transactions in a plan or not.
Set the maximum number of payments by entering a number in the field, as shown below.
NOTE: If you are charging a deposit, the deposit is considered 1 payment. If you would like a deposit + 4 payments, you must put “5” in the “maximum number of payments” field.
If you have gone the “Custom” route, then you will have the opportunity to add/edit 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.
Simply click “Edit” and make your alterations, or click “Add Unit” and save.
Again, we strongly recommend against changing autobill plans once people are enrolled in them. If there’s no way around it, please reach out so we can make sure everything stays on track.
And remember, when you’re done with your changes, click “Update Payment Schedule”.
The last tab in the Edit Autobill Plan menu is “Set Trigger”. This is where you can add conditional logic for who can see and select, or who will be added automatically, to this specific autobill plan.
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.”