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GrowthZone customers and their members want insight and simpler control of the autopay process. The new feature creates a user experience aligned with our members are used to seeing on their credit card or utility autopayment - the details of the upcoming payment before it happens.

What

At it’s core, the Invoice Before Autopayment is about separating the processes that generate invoices from the process that charges payment profiles for those invoices.

Settings and Expectations

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• 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 items invoices 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 and the Scheduled Payment Date .

Why would I use this setup?

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