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Bill runs can be setup to automatically collect payments due for accounts processed by the bill run. The payment methods setup on accounts will need to have the ‘Auto-Pay’ option enabled in order for payment to be collected when the bill run executes. See the Payments Example guide for instructions on how to enable the Auto-Pay setting on a payment method.

for For additional details on the fields presented on the bill run screen see the bill run screen help guide.

Prerequisites

  • Currency exchange rates must be configured before bill runs can be setup

  • Bill groups need to be setup in order to specify which accounts a bill run will bill

  • One or more payment gateways must be configured in order to perform payment collection

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