The Autobill tool is great for regulating your cash flow. You set payment plans in place and the system automatically charges your applicants.
Let’s look at how to view who is on a specific payment plan and how to view when the next upcoming payment is for a specific person.
How to view the upcoming payment of a specific applicant
Let’s start in the “Users” section.
Next click “Search” and find the specific user you are looking for.
Then click their payment record, and move over to the “Autobill” section.
The “Autobill” section of the user’s panel will show you the list of completed installments as well as the next upcoming charge amounts and dates.
Note that you have the option to process a payment directly from this panel. Any payments processed will update the payment plan installment amounts to reflect the additional payment.
You can also edit the autobill plan for this user by clicking “Edit Autobill Plan”.
How to view a list of users on a specific Autobill plan
Navigate to “Settings” and then “Autobill.”
You will see all of your Autobill plans and a status bar to the right of each, which shows how many users are enrolled on each plan and how many of them have made payments.
You can also find a list of everyone on a specific autobill plan by either filtering for it using the search bar
or clicking on the “view all on plan” from any user’s Autobill tab in the user panel:
Once you click on the plan, it will display who is enrolled on this specific plan, if a payment method is not saved on file, if a specific users have overdue payments, and by how much, and how many installments out of the total have occurred.
From here you can select someone’s name and the user side panel will display, which will allow you to look up specific user details, send a specific email, log a comment for your other admins to see, change the user’s form, change the user’s cart, log a payment/issue a transaction, or edit their autobill plan(s).
You can also select one or more of the users listed on the plan, and click “User tools” at the top right, to perform any action including emailing, running a report, etc.
Remember when you make changes to who is on an autobill plan — adding or removing them from a specific plan — to make sure that there is still a payment method saved, so the payment plan can charge on their next bill date.
Note that you can filter for all users on an autobill plan with an overdue payment in the Users module.
Use the filter tool to find these users and send them an email with a reminder to pay. In most cases, users with overdue autobill payments are because there is no payment method saved on file.
