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Auto Account

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Auto Account allows you to set up automatic sending of a bank account for replenishment. If the account has balances by service type, the bill is generated only for the main balance.

The invoice will arrive in the mail to users with a subscription to the Accounts Payable account notification category.

It is possible to set up auto-counting:

  • scheduled — the bill will arrive on a specific day of the month;
  • at the threshold basic balance — the bill will come when the amount on the main balance will decrease to the specified value.

To connect an auto-account can be activated by a user with role Account Owner or Billing Administrator. Only the Account Owner can customize notification categories for users.

Connect auto-account⁠

  1. In the control panel, on the top menu, click Billing.
  2. Go to the Auto Account section.
  3. Click Connect Auto Account.
  4. Select the billing condition.
  5. If you chose scheduled billing, specify the day on which auto-billing will be sent each month.
  6. If you have chosen to bill by principal balance threshold, specify the amount at which the auto-bill will be sent.
  7. Click Connect.

Change auto-counting settings⁠

Auto-billing takes place once a day. If you need to change the auto-billing date for a scheduled auto-billing, we recommend that you do it at least one day before the new date.

  1. In the control panel, on the top menu, click Billing.
  2. Go to the Auto Account section.
  3. Click Change Settings.
  4. Make the changes.
  5. Click Save.

Disable auto-counting⁠

  1. In the control panel, on the top menu, click Billing.
  2. Go to the Auto Account section.
  3. Click Disable Auto Count.