Automated invoicing will allow the Cents system to automatically create and send invoices, decreasing the time spent manually invoicing.
Login to the Cents Business Manager and click into Commercial customers in the “My Stores” section.
If this customer is enrolled in a commercial tier and invoicing is enabled, automated invoicing will now be an option.
Click into “Commercial Settings” in the three dot menu of this commercial customer's profile.
There is now a section to automate this customer's invoices.
To proceed with the setup of automated invoicing, click into the “Automation” section. Select “Schedule automatic invoices” and schedule a cadence for when these invoices will be generated. NOTE: The automatically generated invoice includes all orders that are eligible to be placed on an Invoice (ie Invoicing payment status orders that have been completed).
Payment for this invoice can either be charged to the customer's card on file or emailed to the customer automatically on creation. If this customer previously had a card on file, this card will be charged. If there is no card on file and this option is selected, a card will need to be added to this account to proceed. Next you can specify whether you want these auto-generated invoices to automatically be sent to the customers or not.
Click “Save” to finish setting up automated invoicing.
The following notifications will now be sent to the “Bill to” contact:
INVOICE REMINDER - If Invoice is not paid by customer 5 days before due date, commercial customer will receive a reminder email with “Invoice Due in 5 days” text in the email subject.
INVOICE PAST DUE - If Invoice is not paid by commercial customer 2 days after the due date, customer will receive a reminder email with “Invoice X days Overdue” in subject or email body. Email will be resent every 7 days if not paid.