How to Use Automatic Billing<\/h3>\n
To use automatic billing, create a special type of sale called an Automatic Billing Template (ABT), which has all of the normal sale details but is saved in a \u201cScheduled\u201d state, and doesn\u2019t affect inventory or accounting until the ABT is processed as part of an automatic billing run. At that time, the template is automatically copied (or reused, if it\u2019s the last installment) to make a normal sale.<\/p>\n
In order to use a credit card with automatic billing, you must first put the card on file (using\u00a0\u201cF7 Cards On File\u201d<\/strong>\u00a0from either the Customer Record or the Sale Screen), then select that card as payment. The card will not be charged until billing is processed.<\/p>\n Note that ABTs (Automatic Billing Templates) that use a credit card that was put on file through a different Payment Processing Provider than is later used to processing automatic billing (as indicated by the \u201cToken Scope<\/strong>\u201d in the Card-On-File record), will be skipped.<\/p>\n When you finalize an ABT, the \u201cBilling Schedule<\/strong>\u201d section of the Payments screen lets you set the number of installments and the number of months between installments.<\/p>\n The normal Sale Date field, in the upper right-hand corner, is replaced by First\/Next Billing Date, allowing you to enter ABTs ahead of time.<\/p>\n To enable Automatic Billing, go to the \u201cOptional Features<\/strong>\u201d section of Configuration Settings, and make sure \u201cAutomatic Billing<\/strong>\u201d and (if desired)\u00a0\u201cCredit Cards On File\u201d<\/strong>\u00a0are set to \u201cYes<\/strong>\u201c. From the \u201cMain Menu<\/strong>,\u201d head to the \u201cAccounting<\/strong>\u201d section and click on \u201cAutomatic Billing<\/strong>.\u201d<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/02\/2022-09-12_14h21_35.png\")
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