Auto Bill is a feature which provides the ability to automatically add packages and bill them on a monthly basis.
How Auto Bill works
Auto Bill runs automatically for each customer after it is configured. When an Auto Bill is created, it works by following these steps every month.
- A package is added to the customer account.
- The package is added to an invoice.
- The invoice is published to the customer’s account.
- A payment is collected, if the customer has a card on file.
- An email receipt is sent to the customer.
If the customer does not have a card on file or their card is declined, then the email will instead contain a message alerting the customer that a new invoice has been posted to their account. The customer can then log in and pay the invoice.
Billing accounts
Auto Bill is configured for each billing account. Therefore, Auto Bill for child accounts in a family are configured through the family account, while all other accounts are configured directly. For more information about billing accounts, see Get started with sales.
Multiple Auto Bills in the same billing account will be invoiced and charged together. For example, if a family has two children, each with an Auto Bill set up, then both children’s packages will be invoiced under the family account and paid using the family’s card on file.