Account Management/Auto Top-up - Revision history

Scarpenter: /* Customer settings */

2015-06-17T00:27:50Z

‎Customer settings

2015-06-17T00:17:08Z

‎Auto Top-Up Overview

2015-06-17T00:16:23Z

‎Configuration of Auto Top-Up

2015-06-12T06:37:49Z

‎Auto Top-up Events

2015-06-12T03:24:15Z

‎Configuration of Auto Top-Up

2015-06-12T03:23:35Z

‎Auto Top-up Events

2015-06-12T03:14:37Z

‎Auto Top-Up Overview

2015-06-12T03:14:19Z

‎Auto Top-up Events

2015-06-12T03:11:10Z

2015-06-12T02:54:33Z

← Older revision		Revision as of 00:27, 17 June 2015
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	[[File:customer-details-top-up-settings.png\| \|Auto top-up settings for a customer]]		[[File:customer-details-top-up-settings.png\| \|Auto top-up settings for a customer]]

		+	; Auto Top-up Trigger Limit ($) : If the customer's account balance drops to this amount, an automated payment will be taken. This is subject to the customer's '''payment method''' settings.
		+	; Top-Up Amount ($) : Choose whether the auto-top up payment will increase the customer's account balance '''to an amount''', or '''by an amount'''. Enter the amount on the field to the right of the drop down.

	== Auto Top-up Events ==		== Auto Top-up Events ==

@@ Line 11: / Line 11: @@
 * The payments automatically taken to bring the account balance back up to acceptable levels.
-If the client has no automated payment method in place then the events will still be triggered but the payment will not be attempted.
+If the customer has no automated payment method in place then the events will still be triggered but the payment will not be attempted. When auto-top up configured, the settings will be displayed on the customer's invoice as shown below
 If you are interested subscribing to the Auto top-up feature, please contact the [http://support.emersion.com.au Emersion Sales team] via the Emersion Support portal and request a quote.

@@ Line 22: / Line 22: @@
 * set up the event templates
-* set the auto top-up trigger rules for each customer
+* configure the auto top-up settings for each customer
 * enable the events.
 == Auto Top-up Events ==

@@ Line 32: / Line 32: @@
 * Auto Top-up credit limit initiate payment
-The '''Auto Top-up credit limit threshold notification warning''' event will be set by default to notify the customer when they have used 85% and 100% of their credit limit respectively. The '''Auto Top-up credit limit initiate payment''' event periodically checks all accounts for any that meet the criteria for taking a payment automatically. By default, the event will search your customer's accounts every two days.
+The '''Auto Top-up credit limit threshold notification warning''' event will be set by default to notify the customer when they have used 85% and 100% of their credit limit respectively. <br />
-If you would prefer to alter these thresholds in any way, please raise a [http://support.emersion.com.au technical support ticket] and include your preferred trigger thresholds. We will update the event for you.
+If you would prefer to alter these default thresholds, please raise a [http://support.emersion.com.au technical support ticket] and include the trigger thresholds you would like. We will update the event for you.
 You will need to ensure a template is set up, and the events are '''Enabled''' in order for them to fire. See the links at the bottom of this article if you require further assistance.

@@ Line 23: / Line 23: @@
 * set up the event templates
 * set the auto top-up trigger rules for each customer
-* Enable the events.
+* enable the events.
 == Auto Top-up Events ==

@@ Line 8: / Line 8: @@
 * Auto top-up trigger thresholds displayed on the customer's invoice.
-* Alerts that advise customers when they are approaching their amount of extended credit. These alerts are triggered at 85% and 100% and can be sent by email and/or SMS+
+* Alerts that advise customers when they are approaching their amount of extended credit.
 * The payments automatically taken to bring the account balance back up to acceptable levels.

← Older revision		Revision as of 03:14, 12 June 2015
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	* Auto Top-up credit limit initiate payment		* Auto Top-up credit limit initiate payment

		+	The Auto Top-up credit limit threshold notification warning event will be set by default to notify the customer when they have used 85% and 100% of their credit limit.

		+	You will need to ensure a template is set up, and the events are '''Enabled''' in order for them to fire. See the links at the bottom of this article if you require further assistance.

	== Permissions & Access Control ==		== Permissions & Access Control ==

@@ Line 17: / Line 17: @@
 +SMS alerts require a separate subscription
-= Access Control =
+= Configuration of Auto Top-Up =
 Service providers can limit which of their staff can view and edit the top-up settings on an account. The following base powers control this.

← Older revision	Revision as of 02:54, 12 June 2015
(No difference)