Recurring Invoices and Enabling Autopay

Recurring Invoices and Enabling Autopay

RECURRING INVOICES AND ENABLING AUTOPAY

Step 1: Creating a New Recurring Invoice

  • In the blue "New Family Recurring Invoices" button, we can create a new recurring invoice, following the steps we have already seen in previous sections. We enter all the required data and click on the "Save" option.

Step 2: Managing the Created Invoice

  • Once created and included in the system, it is assigned a status. Additionally, it enables the "Actions" section where we can take certain steps with that invoice.

Step 3: Actions. Editing, Manual Payment, Paying Future Invoices, and Deactivating

  • Edit: It opens the original invoice in case we need to make any changes.
  • Take manual payment: It allows us to change the status of the invoice from recurring to normal. With this, we could enter a payment manually. The system will give us two warning boxes to confirm if we want to make the payment. If we confirm, it takes us to a normal payment screen, which we analyzed in the previous section.
  • Pay Future Invoices: This option can be used if the family with a recurring invoice decides to make a payment for several invoices at the same time. Clicking on it displays a box with all the recurring invoices. We have the option to cancel all by checking them or the quantity indicated by the head of the family, then click on "Pay". It takes us to another confirmation box.
  • Deactivate: This feature allows us to deactivate a recurring invoice so that it does not continue to generate for the required period. Clicking on the functionality displays a confirmation box showing the date we are deactivating it, then click on "Save" to execute the process.

Step 4: Enabling Autopay

  • From the recurring invoices module, select the "Not Enrolled" option in the AutoPay section.
  • Switch the option to "Enable."

Step 5: Entering AutoPay Information

  • Once enabled, a box will appear.
  • Enter the required AutoPay information into the designated fields.
 




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