Account Management/Auto Top-up
Auto Top-Up Overview
The Auto top-up feature is an account-level feature designed for businesses who want to ensure their customers always retain a positive account balance and do not go in arrears. This pay-in-advance model is designed to assist businesses reduce their exposure to financial risk. The way this happens using auto top-up is to ensure that each client is kept in credit based on their configuration. Each account can be configured with a threshold that defines when an additional credit top up is required.
For the purposes of auto top-up, the credit limit is the total sum of any card lines that have been generated, plus any pending usage which is ready for processing.
The feature set includes:
- 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+
- 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 you are interested subscribing to the Auto top-up feature, please contact the Emersion Sales team via the Emersion Support portal and request a quote.
+SMS alerts require a separate subscription
Access Control
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.
- View auto top-up settings
- Tick to enable the Customer Details > Auto Top-up sub tab in order for the user to view the content.
- Edit auto top-up settings
- Tick to give the user the ability to update the auto-top up details of the account.
