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Update Current Invoice and Autopay
Add Autopay to Account: From customer account>Click Recurring Charges>Highlight and select charge>Click Billing Method dropdown>Select autopay type>Enter information>Review date in "Post On" field>Select appropriate date>Click OK to save. Note: If ...
See what my Autopay Date is
From customer account>Click Recurring Charges>Highlight and select charge on autopay>Review date in "Post On" field
Create a Past Due Balance
To create a past due or open balance invoice, go to the customer account Navigate to Invoice History>Click Insert>Select P (for product invoice) Click Insert Select the magnifying glass next to Part ID>Insert or select the item for Balance forward ...
Check Which Credit Card Was Used For An Autopay
From customer account>Click Recurring Charges>Highlight and select Recurring on autopay>Last 4 of card appear in the Billing Method Fields
Remove Autopay
From customer account>Click Invoice History>Highlight the invoice with the future paid posting>Select>Click Payments>Highlight $ amount>Delete>Click YES to clear all fields>Click OK>Click OK customer still owes>Enter details for tracking ...