Payments
      Back to home
      1. Ad Sales Genius Knowledge Base
      2. Accounting
      3. Payments

      Creating Auto Payments

      Auto Payments are used for automatic billing for payment plans. This allows for you to charge the credit card for your accounts that have a Payment Plan. 

      You will need to have a Proposal or Contract created and a Payment Plan indicated on the Proposal or Contract to create an Auto Payment.

      You can access your contracts by clicking on Sales using the left-hand navigation menu.

      Screen Shot 2021-08-13 at 4.32.40 PM

      Click the Contracts tab to see your contracts and proposals.

      Screen Shot 2021-08-13 at 4.33.26 PM

      Click the View button for the contract that you would like to auto-bill.

      Screen Shot 2021-08-13 at 4.35.55 PM
       

      Click the Edit button to edit the details of this contract.

      Screen Shot 2021-08-13 at 4.37.31 PM

      Click on the Billing tab to see the auto-billing section.

      Screen Shot 2021-08-13 at 4.38.57 PM

      You can now fill out the Auto-billing section.

      Use the Payment Account drop-down menu to choose which account to charge for this contract.
      Note: If this account does not have an account on file, you can click the Screen Shot 2021-08-13 at 4.41.48 PM button to be brought to the new payment account window.
      Screen Shot 2021-08-13 at 4.40.49 PM

      Use the Auto Bill Account drop-down menu to choose when to charge this account.

      Screen Shot 2021-08-13 at 4.42.49 PM