Automated Billing

Automatically receive payments by using RazorSync Merchant Services and RazorSync Automated Billing

RECURRING/AUTOMATED BILLING
First ensure Card On File is enabled in Workflow Settings.

You can use Automated Billing to charge the Card On File on a Past Due Invoice with a set recurring frequency. 

• This setting is located in Settings > Workflow > toggle on the Card On File option.  

Enable Automated Billing

• Go to the INVOICE tab located third in Navigation panel > click CARD-ON-FILE.
• Once enabled Automated Billing, you'll see frequency options for Daily, Weekly, or Monthly. 
• Next, select the Time of Day that you would like the system to charge your customers.
   

NOTE: RazorSync will only process payments for:

• Contacts who have a Card On File.
• Invoices associated with THAT Contact specifically.
• Invoices that are Past Due (Net 30 Terms would mean that on Day 31, that customer's card would be charged).
• Payments will be created from Deposits with Available Balances will automatically be applied to Invoices that are Past due prior the charging of the Balance Deposits will be applied as Payments to the Oldest Aged Invoice first (the Invoice with the Oldest Due Date), and so on and so forth until all Available been exhausted (used).
• If there's still an outstanding Balance of an Invoice, the balance of the invoice will be billed to the Bill-to Contact of the Invoice if a Credit

OTHER OPTIONS TO CONSIDER

• Automated Billing report

  The Automated Billing report is a report that will display a digest of all payments that have been processed by the Automated Billing System. This report is located page and additional filters are "All", "Passed" and "Failed".
  In the event that you receive an error message - it will be displayed for "Failed" payments that were attempted to be processed.
  In certain (rare) events, Automated Billing may fail to run, if this happens, we'll display the error message "The Payment could not be processed, it will be reattempted cycle." and we'll reattempt this charge the next time that Automated Billing is run.
  

• Another note to mention, if you are using Razorsync with QuickBooks Desktop.  The QuickBooks Desktop Web connector will automatically invoice any work order in a invoiceable status. So you can use the QuickBooks Desktop Razorsync Invoice Web Connector application to generate invoices by setting the work orders to a invoiceable status, like Complete-Ready To Invoice. Then have Razorsync Automated Billing take payment on those invoices at the desired frequency. For example, the next morning.   Since Razorsync can only take payment on invoices not work orders.   This will allow you to batch invoice and take payments on those batched invoices.