When auto-collect is turned on, payment will be automatically collected against the customer's default payment method when payment comes due. If the system is unable to collect payment against this payment method, the Dunning process begins if enabled.
When auto-collect is turned off, you must manually add payments to customers.
This setting can be overridden for individual customers by accessing the Payment Option Settings on the Customers Dashboard.
To set Auto Collect
To set default auto-collect behaviour, complete the following:
- In Stax Bill, on the left menu, navigate to Settings >Financials >Billing Preferences.
- On the billing Preferences page, click Auto Collect to On.
- Set the auto-collect settings as appropriate.
When an invoice is due, the system will automatically attempt collection for the current amount due.
When any invoice is due, the system will automatically attempt to collect the current amount due and any additional outstanding invoices.
Threshold auto-collect is used when you want to keep a balance on the customer. This is mostly used to pay upfront and keep a balance so you can be assured they can pay. This is similar to a pre-paid credit card arrangement.
When any invoice is due, the system will automatically attempt to collect the current amount due. If the balance on the customer is below the threshold, the system attempts to collect to bring the customer's balance within specified limits.
Use minimum balance for Customer Accounting Status
When the balance exceeds the specified amount, the customer's accounting status will be "poor standing."
If auto-suspension is on, the customer's grace period settings will determine when the customer goes to suspended status. See Poor Standing Status for more details.
Stax Bill will try to auto-collect based on the above settings. However, if it fails to collect, and if dunning is turned on, Stax Bill will try again to collect based on the dunning schedule that has been set. If dunning is off, Stax Bill will attempt to auto-collect only once.
See Dunning Management for Credit Cards for additional information.
Overriding Auto Collect on a Customer
If you want a specific auto-collect on a customer, you can override the default settings.
- In Stax Bill, navigate to the Customer Overview page.
- On the Customer Overview page, in the Default Payment Method section, click Settings.
- On the Payment Option Settings page, under the Automatically Collect Payment section, set the auto-collect setting for the customer.
- Click Save.
The auto-collect setting will now be used instead of the default settings for this customer.