Auto Payments in MediaOS are used for automatic billing for invoices or payment plans. This allows you to charge the credit card for your accounts automatically.
Configuring Auto Payments #
You will need to have a Proposal or Contract created to create an Auto Payment.
- Access your contracts by clicking on Sales using the left-hand navigation menu.
- Click the View button for the contract that you would like to auto-bill.
- Then, click the Edit button to edit the details of this contract.
- Click on the Billing tab to see the auto-billing section.
- You can then fill out the Auto-billing section.
- Use the Payment Account drop-down menu to choose which account to charge for this contract.
- Note: If this account does not have an account on file, then you can click the button to the right of this field to bring up the new payment account window.
- Use the Payment Handling drop-down menu to choose when to charge this account.
- Automatically Charge on Invoice Creation: Will automatically charge the the total of the invoice as soon as it is created.
- Automatically Charge on Due Date: Will automatically charge the invoice on the date it is due.
- Note: If the contract has a payment plan, then the invoice due date will be ignored and a charge will be made each date and installment of the payment plan is due.
- Do Not Invoice: Will prevent the contract from appearing in the Billable Line Items page.
Viewing Upcoming Auto Payments #
The Scheduled Auto Payments report allows you to view a list of auto-payments that are set to run in the future. To access the report, follow these steps:
- Select Reports from the navigation menu
- Then click on the Scheduled Auto Payments Report in the Accounting section.
- This report displays scheduled auto payments within the next 30 days by default.
- Click the Date Range field to customize the time frame you would like to see and click View.
- You can charge these payments before their scheduled time by selecting the checkbox next to an upcoming payment and clicking the Charge Selected button.
