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Autobill
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Autobill

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

The invoice will be emailed to users with a subscription to the account notifications Accounting Documents category.

You can set up autobill:

  • by schedule — the bill will arrive at a specific day of the month;
  • by threshold main balance — the invoice will arrive when the amount on main balance drops to the specified value.

Enable-autobill can be enabled by a user with role Account Owner or Billing Administrator. Only the Account Owner can customize notification categories for users.

Connect auto-account⁠

  1. From dashboard in the upper right corner, open the menu (account number) and select Balance & Payments.
  2. Go to Autobill.
  3. Click Enable Autobill.
  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. Press Connect.

Change auto-counting settings⁠

  1. From dashboard in the upper right corner, open the menu (account number) and select Balance & Payments.
  2. Go to Autobill.
  3. Press Change settings.
  4. Make the changes.
  5. Click Save.

Disable auto-accounting⁠

  1. From dashboard in the upper right corner, open the menu (account number) and select Balance & Payments.
  2. Go to Autobill.
  3. Press Disable Autobill.