Clients will be able to enable/disable the automated house account functionality per member (customer). This will be managed on the CRM profile and updated by the operational team 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 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.
If ‘automatically charging invoices’ is turned off under Platform Settings, then no invoices will be automatically charged regardless of CRM setting.
When a customer has Automated House Account Billing disabled 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.
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.