ID454
Credit Cards Not Charged
Output Type: Email
This automation identifies any outstanding invoice set to be paid via CreditCard/ACH, including those submitted via eInfo. Some AR departments don't always catch invoices to be paid immediately with CreditCard/ACH and as a result payments are allowed to go past due without notice. This ensures clients who request to pay via CreditCard/ACH will actually be charged at time of invoice. Remember that an invoice will 'inherit' this setting from the Bill-To Customer (if it is set there), and this makes the rest of the process much more painless.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID477 | Tracking AR Invoices Coming Due | No | |
| ID231 | Credit Card/ACH Charge Method Set, but Missing Credit Card/ACH Info on File | No | |
| ID669 | Online Payments Process to Allow your Customers to Pay You Online | No | |
| ID645 | Customer Charge Accounts Scheduled Date (In Development) | No |