Automatic Debiting

This setting allows you to configure which day each family is debited on after invoices are created (either manually or automatically).

➜ Click here to set up Automatic Invoices

💡 If the Preferred Debit Day is the same as the day of the week that the invoice is generated on, it will take the invoice the SAME DAY!

• Debiting is paused (in their Account) before the invoice is generated
• There are no payment details in their Account
• The invoice is in credit (or less than $1 owing)

💻 Billing > Families Accounts > Billing Structure (tab)

1. Check the option 'System to Automatically Debit Families'
2. Click Update Billing Structure

💻 Billing > Families Accounts > Set up Billing Dates (tab) 

1. Select Families (hold Ctrl/Command or Shift to select multiple/range) or Family Tags
2. Select the Preferred Debit Day
3. Click Bulk Update Debit Date - once applied, the debit day will appear in the Notes/Reminders column

💡 You will need to complete this step for all new families that enroll after setting up automatic debiting!

💻 Billing > Families Accounts 

1. Click on an account name
2. Select the Preferred Debit Day (under their Bank Details)
3. Click 'Update Account'

The system will automatically debit your invoices from 9am each day. But Monday Invoice Generation will run after midday to coincide with CCS clearing. It is important that you continue to look at your invoices for any errors that may occur from time to time.

💡 To stop an invoice from being debited, you can delete the invoice before the status changes to Processing.

Once automatic debiting has been configured, all invoices created (that are not in credit or paused) will have an auto debit date generated in the Paid column. If you want to debit invoices that were created before switching on Auto Debit, you will need to manually debit them or delete and regenerate the invoices.

💡Deactivating Auto Billing will remove the auto-debit date from any existing invoices 

1. Untick the Auto Debiting setting in the Billing Structure tab
2. Click Update Billing Structure
3. You will then need to manually debit any existing (open) invoices for them to be debited

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