Kube allows you to control two settings related to automatic payments. The first setting controls when Kube automatically takes additional payment attempts after an initial automatic payment attempt fails. The second setting controls when Kube attempts automatic payment for companies whose default payment method is set to Bank Account/Direct Debit. For more information about the Kube billing cycle, see Scheduled tasks billing cycle overview.
NOTES:
The Payments scheduled task only takes payments for companies and invoices that have automatic payments enabled and that have a default payment method set. For more information, see Setting whether companies make automatic payments and Setting a company's default payment method.
Your organization must also have enabled payment processing to collect automatic payments. For more information, see Setting up payment processing.
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To set automatic payment settings
Select Properties in the top menu.
Locate the property in the grid and click the property name. The Property Spaces screen appears.
Select Scheduled Tasks in the side menu.
Click the Payments scheduled task.
Click the Edit button.
Complete the fields.
1st Attempt
Due date of invoice and when the Payments scheduled task first attempts to collect payment. You cannot change this date from the Payments scheduled task screen. For more information, see Setting invoice automatic generation details.
2nd Attempt
Number of days after the invoice due date that Kube attempts to collect payment for invoices whose payments initially failed on the first payment attempt.
NOTE: If your invoice date is the 1st and you select Due Date + 4 Days for the second attempt, Kube attempts to collect payment on the 5th.
3rd Attempt
Number of days after the invoice due date that Kube attempts to collect payment for invoices whose payments failed on the second payment attempt.
NOTE: If your invoice date is the 1st and you select Due Date + 5 Days for the third attempt, Kube attempts to collect payment on the 6th.
4th (final) Attempt
Number of days after the invoice due date that Kube attempts to collect payment for invoices whose payments failed on the third payment attempt. This is the final time Kube attempts to collect payment.
NOTE: If your invoice date is the 1st and you select Due Date + 6 Days for the fourth attempt, Kube attempts to collect payment on the 7th.
Bank Payment Collection Offset
Set whether companies with their default payment method set to Bank Account/Direct Debit should have the automatic payment collection process initiated before the due date of an invoice.
Example: The due date of an invoice is the 25th, and Auto Pay is set to On. The Bank Account/Direct Debit Payment Collection Offset has been set to -7. On the 18th, Kube starts the automatic payment collection process for the outstanding invoice where the company's default payment method is set to Bank Account/Direct Debit.
NOTE: This setting only applies to invoice charges generated from a contract. Manual charge invoices are picked up by the automatic payment task on the invoice's normal due date.
Click Save.
TIP: The next step in the Kube property setup process is to set property late fees. For more information, see Adding a late fee to a property.