Automated Billing is an optional feature that allows you to automatically schedule your monthly billing tasks on specific dates and times during month. This feature is available to RGP Cloud users only (read why).
To set it up, from Data Entry simply go to Manage → Billing → Automation and Scheduling
Click on the Add Scheduled Task button on the bottom of the screen.
From here you can:
- Select the day and time you want the new billing task to run
- Schedule a test task to preview your set up
- Schedule a task to post your monthly dues
- Schedule a task to charge credit card users
- Schedule a task to retry declined credit card users
- Schedule a task to charge ACH customers
- Specify email addresses that should receive a Billing Summary when billing is complete.