AShop V User's Guide download pdf (Page 150)

AShop V User Guide150

AutoBill Recurring Bills

When a recurring bill template is set to initiate an AutoBill and a product, which is set to use that billing

template is ordered through the shopping cart or the Sales Office, the Sales Office will subsequently

create new unpaid orders for the product and send invoices on a preset billing cycle. If more than one of

the products in the order is assigned to a billing template, a recurring bill will be created for each of the

products individually.

PCS Compliance

This method does not save any credit card information and it does not automatically debit any credit

card or PayPal. Customers receive invoices and may pay each bill by any option that you offer; online or

offline. A payment link is included in each invoice. It links to the payment page in the shopping cart.

When an AutoBill is paid online through the payment link, payment is applied directly to the unpaid bill

and a confirmation notice is automatically sent. When payment is received offline, for examply by check

or electronic funds transfer, payment may then be applied manually through the Sales Reports for

Unpaid orders.

How To Add an AutoBill Billing Template

Select AutoBill. Give it a name, which will be for your own internal reference. Click Add.

· See Sales Office > Bills and Recurring Billing for a list and description of the AutoBill parameters.

Assign Products To Billing Templates

To use a billing template, assign a product to a billing template and set a recurring amount. Do this

through Edit Catalog. Click on the Edit button for each product. When at least one billing template

exists, there will be a drop-down selector for billing template assignment and a text box to set the

recurring amount. If no recurring price is set the retail price of the product will be used. The amount of

the recurring bill or ARB will be multiplied by the quantity that is ordered.

Manage Unpaid Bills

Unpaid Orders are reported in the admin panel under Sales Reports. Select status Unpaid and Edit

mode to manage unpaid orders and to send reminders. Unpaid orders also appear in each related

customer's history through the Sales Office.

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AShop V User's Guide Page 150

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