An Auto Bill can be created for each package you wish to bill. A customer can have multiple Auto Bills set up if needed.

Create an Auto Bill

  1. In the Users menu, click Fencers.
  2. Click Details next to the account.
  3. On the left, click Auto Bill.
  4. Click Add Auto Bill.
  5. In the Options section, enter the following options.
    • Account (Family accounts only) - For family accounts, select whether the package should be added to the family account or a child account.
    • Package - The package to be billed monthly. Only packages with a duration of 1 month will be shown here.
    • Price - The amount to charge per monthly package.
    • Day of Month - The day of the month to run the Auto Bill.
    • Billing Dates - Select the first and last Auto Bill dates. These dates must fall on the same day as Day of Month.
    • Package Dates - Select the date of the package relative to the billing date. This option can be used to bill ahead for next month or bill retroactively for last month. See below for examples of how you might use this option.
  6. Click Add Auto Bill.

Example options

Here are several examples of possible Day of Month / Package Dates combinations of options.

  • Day of Month is 1 and Package Dates is 1st of same month - On the first day of every month, the customer will be billed for a package beginning on that day and ending on the last day of the month.
  • Day of Month is 31 and Package Dates is 1st of next month - On the last day of every month, the customer will be billed for a package beginning on the 1st of the next month.
  • Day of Month is 1 and Package Dates is 1st of previous month - On the first day of every month, the customer will be billed for a package beginning on the 1st of the month prior.

See also