Automated Payment Status - Revision history

Scarpenter at 02:36, 22 April 2020

2020-04-22T02:36:08Z

Dcowan: minor update to formatting

2017-04-24T01:47:12Z

minor update to formatting

Dcowan: initial page creation

2017-04-24T01:44:41Z

initial page creation

New page

{{DISPLAYTITLE: Automated Payment Status}}
= Overview =

Allows you to bulk update the automated payment status for customers (''Requires subscription to EPS module. If interested, please email [[mailto:sales@emersion.com sales@emersion.com]]'').

A customer's Automated Payment Status is used to decide if our system will act on your customer's account with regard to the automatic taking of a payment. Whilst there are some additional rules that decide if a payment can be taken (eg. Minimum Payment Amount, Automated Payment Terms. See [[PaymentInfo/AutomatedPayment]]), the most important criteria is an Enabled payment method.

To access this screen:
Nav: '''Finance > Accounts Receivable > Automated Payment Status'''

=== Modify the status of a customer payment method in bulk ===
Firstly, filter on the customer's whose automated payment status you wish to modify:

* Select 1 or more filters from the drop-down lists
* Click the Search button on the right
* Using the check boxes on the right, select the customers you wish to act on (Use the upper most checkbox to select all on the current page)
* Select the status you wish to change the customer's automated payment status to;
** Current options are (Enabled, Disabled, Suspended).
** Disabled & Suspended are effectively the same thing and prevent an automated payment from being taken
* Click the Apply button to make the change
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[[File:Automated payment status 001.png|left]]
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== See Also ==
* [[PaymentInfo/AutomatedPayment|PaymentInfo/AutomatedPayment]]

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-Allows you to bulk update the automated payment status for customers (''Requires subscription to EPS module. If interested, please email [[mailto:sales@emersion.com sales@emersion.com]]'').
+=This Content Has Moved House=
-A customer's Automated Payment Status is used to decide if our system will act on your customer's account with regard to the automatic taking of a payment. Whilst there are some additional rules that decide if a payment can be taken (eg. Minimum Payment Amount, Automated Payment Terms. See [[PaymentInfo/AutomatedPayment]]), the most important criteria is an Enabled payment method.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-To access this screen:
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-Nav: '''Finance > Accounts Receivable > Automated Payment Status'''
-=== Modify the status of a customer payment method in bulk ===
+[[file:new_home_sm.jpg|900px]]

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-[[File:Automated payment status 001.png|left]]
+[[File:Automated payment status 001.png]]
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 == See Also ==
 * [[PaymentInfo/AutomatedPayment|PaymentInfo/AutomatedPayment]]