You can select whether Kube automatically takes payments from each of your companies for unpaid invoice amounts (including past-due and partially-paid invoices) when the Payments scheduled task runs each day. When this task runs, Kube takes a single payment for all of a company's invoiced unpaid charges set to be paid. Kube does not take automatic payments for negative invoices and does not apply unused credits or prepayments to automatic payments. For more information, see Scheduled Tasks.
By default, automatic payments are disabled. If you enable automatic payments, Kube charges the company’s default payment method on file for invoices due that day and past-due invoices. The company must have a payment method on file for automatic payments to run. For more information, see Adding a company payment method.
This article is part of the Kube customers setup flow. For more information, see Customers setup checklist.
NOTES:
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.
You must add a company payment method for automatic payments to run. For more information, see Adding a company payment method.
The largest electronic payment Kube can process is $25,000. If you need to take a larger payment via credit card or debit card, process two separate transactions that split up the total amount and turn off automatic payments for that company to prevent large payments from failing. You can also contact payment processing to work with an ACH vendor that allows payments above $25,000.
If your country does not support payment processing, the only option available for automatic payments is No. You can take manual cash or check payments from your companies instead. For more information, see Payment processing off overview and Adding a cash or check payment.
You can choose whether automatic payments are enabled or disabled by default for all new companies. For more information, see Setting default company billing options.
You can enable or disable automatic payments for individual invoices. For more information, see Turning off automatic payments for an invoice.
To set whether a company makes automatic payments
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears. Click Detailed View.
Select Billing in the side menu and select the Billing Options tab.
Click the Edit button.
Click the Select button next to the Automatic Payments option to turn automatic payments on or off.
When turning On automatic payments, enter internal notes in the Comments section.
When turning Off automatic payments, select a reason in the Auto Pay Change Reason Options field and enter internal notes in the Comments section. For more information about automatic payment change reasons, see Adding an automatic payment change reason.
Click Save.
TIP: This setting can be customized per property the company does business with. Click the Additional Properties Billing Setting button to select additional properties where the setting should be customized.
NOTE: You can view the change history of this setting from the Company History menu. For more information, see Reviewing company history.
TIP: The next step in the Kube customer setup process is to set whether company invoicing is automatic. For more information, see Setting whether invoicing is automatic.