After each scheduled Auto Bill runs, you should review the payments to confirm the funds were collected successfully. You should also review any failed payments and contact customers as needed.

There are several places you can review completed Auto Bills.

View Auto Bill report

  1. In the Billing menu, click Auto Bill.
  2. In the Completed section, click View All.
  3. Next to the Auto Bill date, click View Details.
  • A check mark next to a package in the Packages column indicates the package was successfully added to the customer account.
  • A check mark next to the amount in the Invoice Total column indicates the invoice was successfully created.
  • A check mark next to the amount in the Payment Total column indicates the payment was successfully collected.

If no check mark is present, you should review the associated error message displayed in the Result column.

View unpaid invoices

For Auto Bills in which payment failed or the customer has no card on file, the invoice will be shown with other unpaid invoices.

  1. In the Billing menu, click All Open Invoices.
  2. Next to the invoice, click View.

View customer Auto Bill history

You can also review the past payments associated with a specific Auto Bill for a customer.

  1. In the Users menu, click Fencers.
  2. Click Details next to the account.
  3. On the left, click Auto Bill.
  4. Next to the Auto Bill, click View Details.