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.


VariableW: Include post date charges, select Yes or No (default is Yes)

Yes=alert will include ALL charges regardless of when the scheduled date assigned by the customer is

No=alert will include only charges with scheduled date equal to or less than the time the alert fires



(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


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



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.


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



**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.


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.



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