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Settings and Expectations
Use Automated Billing - Off ❌ ; Invoice before Autopayment - Off ❌
When will scheduled billing items generate invoices?
Invoices will be generated with you run upcoming billing.
When will scheduled billing items with a payment profile be paid?
Any invoices that are created when you run upcoming billing that have an associated payment profile will be charged at that time.
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The downside is that the customer is losing out on all the efficiencies and benefits of having an AMS that, once setup, can handle these recurring and time consuming processes for them.
Use Automated Billing - On 
; Invoice before Autopayment - Off ❌
When will scheduled billing items generate invoices?
Invoices without payment associated payment profiles be generated based on the “Lead Time Days” setting. The invoices will show up that many days prior to the Next Bill Date of the scheduled billing item which becomes the Invoice Date for the created invoices
When will scheduled billing items with a payment profile be paid?
Any invoices that have a payment profile associated will be created and the payment profile charged the day of Next Bill Date of the scheduled billing item which becomes the Invoice Date.
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This setup also leaves invoice generation and autopayment linked. Decoupling these setting mitigates risk associated with autopayment processing.
Use Automated Billing - On ; Invoice before Autopayment - On
When will scheduled billing items generate invoices?
Invoices with or without payment associated payment profiles be generated based on the “Lead Time Days” setting. The invoices will show up that many days prior to the Next Bill Date of the scheduled billing item which becomes the Invoice Date for the created invoices.
Invoices that are linked with a payment profile will be generated and will have a “Scheduled Payment Date”. These invoices have a clock 🕑 next to their balance. The Invoice Date is the Scheduled Payment date.
When will
scheduled billing itemsinvoices with a payment profile be paid?Any invoices that have a payment profile associated will be created and the payment profile charged the day of Next Bill Date of the scheduled billing item which becomes the Invoice Date.
Why would I use this setup?