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autopay

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autopay [2024/06/19 18:15] – tina.roblesautopay [2025/03/28 18:33] (current) – tina.robles
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-==========Autopay and Off Invoice==========+=====Autopay and Off Invoice=====
  
-**Autopay**+=====Autopay=====
  
 In order to access the Autopay process in the system, your user role must include Admin Autopay.  Only users with this role will have access to generate, review and approve the automated earnings.  To access Autopay – it’s located in the Admin section of the menu.  In order to access the Autopay process in the system, your user role must include Admin Autopay.  Only users with this role will have access to generate, review and approve the automated earnings.  To access Autopay – it’s located in the Admin section of the menu. 
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 {{:pasted:20200720-101632.png}} {{:pasted:20200720-101632.png}}
  
-{{:pasted:20200720-101641.png}}+{{:pasted:20240827-135620.png}}
  
 Once you click on Autopay – your action buttons will be at the bottom of your screen.   Once you click on Autopay – your action buttons will be at the bottom of your screen.  
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 Click on the Create Invoices button at the bottom of the screen.  This will now create the claim for the customers in your earnings spreadsheet.   These claims can be found in DRAFT in the system.  You will review them and click on SUBMIT.  When an autopay invoice is submitted, the claims go directly to complete, no need for approval workflow, no need for pending checks.   These claims will automatically appear in the next payment file you receive.  Click on the Create Invoices button at the bottom of the screen.  This will now create the claim for the customers in your earnings spreadsheet.   These claims can be found in DRAFT in the system.  You will review them and click on SUBMIT.  When an autopay invoice is submitted, the claims go directly to complete, no need for approval workflow, no need for pending checks.   These claims will automatically appear in the next payment file you receive. 
 +
 +**DO NOT remove an autopay contract from an autopay claim. This will cause the earnings to re-set and the claim will need to be rejected and the autopay process re-run for that contract**
 +
 +-----
 +
 +**New data feed – 1043: Auto pay with sales paid date**
 +
 +A new data feed is now available for clients to use with Autopay reporting.  
 +  * 1043_sale_paid allows the client to provide us with dates that your invoices were paid.  If you want to use the paid date for eligibility for your Autopay contracts.
 +  * Sale number, Invoice number, and Paid Date are the three new fields on this report.  
 +  * This feed is required to use the new hold unpaid sales invoice feature in Autopay
 +  * Please reach out to your Account Manager for the file layout and more information on using this new feature.
 +
 +{{:pasted:20250321-180229.png}}
 +
 +**Auto pay new option to Hold unpaid sales invoices**
 +
 +There is now a way to hold autopay invoices until the sales invoice is paid.  
 +  * The setting is at the template level. 
 +  * This feature does require the new data feed for auto pay (1043) to be on and used.  This feed will supply the paid date.  
 +  * The Autopay unpaid earnings report is where you will see WAIT FOR PAYMENT for any claims where sales was not paid. 
 +  * If this feature is on no autopay claims will be created for any sales invoices unpaid. 
 +
 +{{:pasted:20250321-180405.png}}
 +
 +Please get with your Account Manager if you would like to turn this feature on.  
 +  * A trigger on the template within the UI will be added in the next push
 +You can find full procedures how to use AutoPay within the Help section of TPM
 +
 + 
 + 
 +
    
 **------------------------------------------------------------------------------------------------------------------- **-------------------------------------------------------------------------------------------------------------------
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-**__Off Invoice__**+=====Off Invoice=====
  
 Off Invoice is a Discount included to the customer at the time the manufacturer invoices the customer for the product. To use off invoice, the following steps must be taken: Off Invoice is a Discount included to the customer at the time the manufacturer invoices the customer for the product. To use off invoice, the following steps must be taken:
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 **Step 6** **Step 6**
 If the Manufacturer would like to receive an outbound feed of Off Invoice contracts, the Manufacturer should reach out to the Account Manager to have these feeds established. If the Manufacturer would like to receive an outbound feed of Off Invoice contracts, the Manufacturer should reach out to the Account Manager to have these feeds established.
 +
  
 **Off Invoice claim workflow** **Off Invoice claim workflow**
 {{:pasted:20240618-140536.png}} {{:pasted:20240618-140536.png}}
  
autopay.1718820909.txt.gz · Last modified: 2024/06/19 18:15 by tina.robles

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