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 there are multiple charges that need to be on autopay>Highlight the charge you just edited>Click 'Apply Billing Method to all Recurring Charges."
Slide Invoice into Autopay: From customer account>Click Invoice History>Highlight the invoice>Click AUTOPAY icon>Click OK to slide the invoice into the autopay file
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Pay an Invoice for Current Day When Autopayment Has Posted
From customer account>Click Invoice History>Highlight and select invoice with future autopay date>Click payments>Highlight the $ amount field>Delete>Click OK>Click yes to clear rest of fields>Click yes to customer still owes>Process payment via ...
Update Correct Post Date
For Future Invoices: From customer account>Click Recurring Charges>Highlight and select charge on autopay>Review date in "Post On" field>Select appropriate date>Click OK to save. For Current Invoices posted as paid but NOT processed/debited: Follow ...
Change the Tax Rate on Invoice
From customer account>Click Invoice History>Highlight and select>Click the magnifying glass next to Tax Code>Search & select proper code Note: If invoice was exempt or set to tax=NO>Highlight the line item>Update to taxable>Click OK>Click OK>Click OK
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 ...
Create Autopay
From the customer account>Click Recurring Charges>Highlight and double click or select the charge>Click the dropdown on Billing method>Select appropriate option>Insert information>Click OK to save. Note: For PCI compliance, autopay with a credit card ...