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Overview
In Hapana Core, future-dated Single Payments associated with a stored Credit Card or Bank Draft are automatically scheduled and processed by the billing system. This ensures a seamless billing experience, reducing manual tasks and minimizing errors for staff managing client payments.
Automated billing improves overall efficiency and ensures that scheduled one-time charges—such as annual fees or special invoice payments—are processed on time.
Prerequisites
- Stored Credit Card or Bank Draft on the client's profile
- Future-dated Single Payment created during a New Sale in Core
- Admin or staff access to Core for invoice setup
Tip: Always double-check that payment methods are properly stored before setting up future-dated payments to ensure smooth automation.
Step-by-Step Instructions
Step 1: Log in to Core
Go to core.hapana.com and log in using your staff or admin credentials.
Step 2: Initiate a New Sale
From the dashboard:
- Click on Payments.
- Select New Sale.
Step 3: Create a Future-Dated Single Payment
- Select Single Payment.
- Set the Payment Date to a future date.
- Add the client to the sale.
Step 4: Confirm Payment Method
Ensure the client has a valid stored Credit Card or Bank Draft associated with their account before completing the sale.
Tip: If no stored payment method is available, the system cannot automatically process the future payment.
Step 5: Complete the Sale
Once the sale is finalized, the future-dated Single Payment will be automatically queued for billing and processed on the scheduled date.
Expected Outcome
Future-dated Single Payments created with a valid stored payment method will be automatically picked up and processed by Hapana's billing service without the need for manual intervention.
This ensures accurate and timely collections while freeing up staff time for higher-value activities.
FAQs
Q: What happens if the client’s stored payment method fails?
The payment will move into the Failed Payments section for further action by staff.
Q: Can future-dated payments be edited after creation?
Yes. Staff can manually edit, reschedule, or delete pending future-dated payments if necessary.
Q: Will manual payments still need to be processed manually?
Yes. Only future-dated Single Payments tied to stored Credit Card or Bank Draft information are automated.
Need help? Reach out to our support team via support@hapana.com
