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autopay

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autopay [2025/03/21 18:05] – tina.roblesautopay [2026/04/27 20:07] (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}}
 +
 +
 **------------------------------------------------------------------------------------------------------------------- **-------------------------------------------------------------------------------------------------------------------
 ** **
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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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