This feature is for any client who utilizes our automated House Account function (daily or 5th of the month collection) but would like to turn the automated collection off for certain members.
On a CRM profile, you can enable/disable the automated house account functionality per member (customer). This is managed on the CRM profile, Edit section, and can only be updated by an admin user via the control panel. Members will not be able to opt-in/out on the member portal.
Please note: Automatic Collection is automatically enabled initially when a CRM profile is created. A client must manually disable Automatic Collection to opt out a member from the automated house account billing schedule.
When a customer has Automated House Account Billing enabled (toggled on) on their profile, invoices accumulated on their account will be automatically batch processed in one transaction based on the cadence set within the company’s platform settings.
When a customer has Automated House Account Billing disabled (toggled off) on their profile, invoices accumulated on their account will not automatically close. Invoices remain open until the operational team manually takes payment and closes them via the control panel.
To manually batch close multiple invoices to a specific payment method, the client can navigate to a member’s open invoices (unpaid balance) and select ‘Close Invoices’. The client will be able to select the payment method (payment on file, paper check, wire, cash and entry) and batch close/charge those invoices.