In certain cases, you may wish to set different collection preferences by billing period, for example, one payment method for subscriptions billed monthly and a different payment method for subscriptions billed annually.
Stax Bill allows you to override the following collection settings by billing period on a customer-by-customer basis:
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auto-collection
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auto-posting of draft invoices
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payment method
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net terms
Note: For definitions of these terms, see Billing Preferences (Account Level).
To override collection preferences by billing period:
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In Stax Bill, click Customer. In the Customer table, click the appropriate customer.
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On the Customer dashboard, on the Invoices section, click Billing Periods.
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On the Billing Period Definition page, click Details next to the billing period to override collections settings.
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On the Details page, modify the Collections Preferences section.
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Click Save.