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ID454 - Ensure Clients paying credit card are charged at time of invoice Overview & Sample

This automation identifies any outstanding invoice set to be paid via CreditCard/ACH, including those submitted via eInfo. Some AR departments don't always catch invoices to be paid immediately with CreditCard/ACH and as a result payments are allowed to go past due without notice. This ensures clients who request to pay via CreditCard/ACH will actually be charged at time of invoice.

Alert will fire daily afternoons and will continue to repeat invoice(s) until paid.

Sample:

(1) Charge Source: indicates if source of charge method is from eInfo or from eAuto

(2) Scheduled Date: date set for payment to be processed. for eAuto invoices = date of invoice and for eInfo entries = date indicated by your customer

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You can quickly process these payments via Accounting / Accounts receivable / Process customer charge accounts:

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eAuto Settings:

Invoices inherit the payment method via the ChargeMethod on CustomerRecord:

*Remember that an invoice will 'inherit' this setting from the Bill-To Customer (if it is set there), and this makes the rest of the process much more painless.

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The ChargeMethod can also be overridden on Sales Orders, Service Calls and Contract Records:

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**Please note even if you don't use eAuto to process credit card charges, to invoice transactions you just enter the info in the required fields (the ones with a * next to them) and click ok. It will probably throw an error saying it couldn't be processed but you just click ok on that error and continue.

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Version 20130212 (OLD):

This alert looks back 5-days to report on any invoices with Credit Card/ACH PaymentMethod. If an invoice is back dated by more than 5-days, then the alert will miss reporting you this invoice.

Alert looks at Charge Method listed on Customer Record:

AND will notify you each time an invoice is generated for that account.

Sample:

 

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