Setup (Auto pay)

The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system.

Bill Group Setup

Pathway: Setup > Accounting > Bill Group

In the Settings tab for Bill Group Setup, review the Billing Auto Pay Process Date field and Scheduled Auto Pay Time field for the selected bill group. The Update Bill Group editor displays by double-clicking within the row of a Bill Group. Settings are Bill Group specific.

Billing Auto Pay Process Date

Helps default the date for future-dated auto-pay batches during billing. Options include: Process Immediately, Invoice Date, and 10 Days After Invoice Date. 

Scheduled Auto Pay Time

Select a time to process account balance payments for the selected Bill Group. Payments will be processed daily at the selected time for accounts within the group. Recommendation: Select a time before 9:30 PM EST, as this is the settlement time for next day credit card payment funding through Pineapple Payments.

Account Class Setup

Pathway: Setup > Account > Account Class

The Payment Processing tab in Account Class Setup establishes the auto pay amount that will process for accounts in the selected account class. Settings here are account class specific.

Enable Auto Pay Processing Fee

Select this box to apply a processing fee to customers using auto pay. If selected, review fields: 'Credit Card Processing Fee Type ' and 'ACH Processing Fee Type' for additional fee setup.

Billing Auto Pay Amount

1. Invoice Amount
   • Select this option to process only the current invoice amount for customers.
2. Balance Due
   • Select this option and auto pay will process the total balance due on customer accounts.
     • This option will not be applied to accounts where 'Bill By Service Location' is enabled and will instead default to the Invoice Amount.

Account Setup

Pathway: Accounts > Search > Customer Service Screen

Add and manage a customer's auto-pay payment method using the AR History tool in their account. Only one active auto-pay payment method is allowed at a time.

1. Select the AR History icon from the Customer Account screen to display the AR History editor.
2. Select 'Wallet' and the Account Payment Methods editor will display.
3.  Select the green '+' icon to add a new account payment method from the Account Payment Methods screen.
4. Select the payment Type from the drop down. Options include: Credit Card and Bank Account.
5. Complete all required fields for the selected payment type.
6. Click Save when finished.