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autopay

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autopay [2025/03/21 18:05] – tina.roblesautopay [2026/07/10 18:34] (current) – tina.robles
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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**
  
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 {{:pasted:20250321-180405.png}} {{:pasted:20250321-180405.png}}
  
-Please get with your Account Manager if you would like to turn this feature on.   +Please contact the Account Manager if you would like to start using this feature.
-  * 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+
  
 +This feature can be turned on by editing the template and checking the box under REBATE VALUE TYPES AVAILABLE that says AUTOPAY HOLD UNPAID SALE INVOICES.
    
- +{{:pasted:20250618-182639.png}} 
  
    
-**------------------------------------------------------------------------------------------------------------------- + 
-**+**Auto Pay Tab** 
 + 
 +An autopay tab has been added to client settings which allows the user to update the payee per autopay customer. 
 + 
 +To update the payee company double click on the line you want to update.  A prepopulated grid displays, find and select the new payee and click the ok button.  
 + 
 +Non editable fields 
 + 
 +●Extended Price Broker Commission - checked if the client is using that field in Sales 
 + 
 +●Broker was moved from another tab - it is how the Broker is updated in the system for Sales 
 + 
 +●Buying Group was moved from another tab - it is how the Buying Group is updated in the system for Sales 
 + 
 +●Parent Group Admin - it is how the Parent Group is updated in the system 
 + 
 +{{:pasted:20260427-200457.png}} 
 + 
 + 
 + 
 +__**Autopay Reports**__ 
 + 
 +Extended Price added to autopay reports 
 + 
 +Updated all reports for autopay - unpaid earnings, earnings to pay and invoice backup to include the extended price.  
 +  * Currently broker commissions can be calculated from the EXTENDED PRICE value on a sales record or the EXTENDED PRICE BROKER COMMISSION value on the sales record.   
 +  * If the "Extended Price Broker Commission" field is populated by the Manufacturer within the 1040 sales file, it will now be visible in the autopay earning reports. This change ensures that the value used to calculate the commission is clearly displayed.  The field is located at the end of the file and will only be populated for clients using this feature.  
 + 
 +{{:pasted:20260710-183005.png}}
  
  
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 **Step 4** **Step 4**
-Reach out to the Account Manager to set up the off invoice process.+Enable this function via Admin > Client Settings on the Claim tab by checking "Off Invoice Claim Creation" and selecting the "Off Invoice Start Date."
  
 **Step 5** **Step 5**
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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.1742580312.txt.gz · Last modified: 2025/03/21 18:05 by tina.robles

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