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Home > Billing and Payments > Billing | Automated Future Dated Single Payments
Billing | Automated Future Dated Single Payments
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Overview
All future-dated Single Payments created during a New Sale, and associated with a stored Credit Card or Bank Draft, will be automatically scheduled and processed by our billing services.  This enhancement addresses the previous limitation where such payments were not automatically processed thereby increasing efficiency and reducing manual workload.

 



Use Case
Core users who manage annual fees and imported  invoices often need to set up multiple future-dated 'Single Payments.' Previously, these payments required manual intervention as they were not picked up by the automated billing service. This update ensures that all future-dated 'Single Payments' will be processed automatically, streamlining the billing workflow and minimizing errors.

Current State:
Currently, future-dated 'Single Payments' with Credit Card or Bank Draft information are set to manual and are not picked up by the automated billing service. This manual process leads to inefficiencies and potential errors.

 

Improved State:
With this new feature, any future-dated 'Single Payment,' created during a New Sale and associated with stored Credit Card or Bank Draft information, will be automatically scheduled. The billing system will pick up and process these payments, ensuring timely and accurate billing.

Key Benefits

  • Increased Efficiency: Automated processing of future-dated payments reduces the need for manual intervention.
  • Reduced Errors: Automation minimizes the potential for manual processing errors.
  • Enhanced User Experience: Core Users and Account Managers will benefit from a streamlined billing workflow.

 

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