Using the Advanced Payment Manager Feature

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Using the Advanced Payment Manager Feature

Prerequisites

You must have completed the configuration for the Advanced Payment Manager feature. See Set Up the Advanced Payment Manager Feature for details.

Perform a One-time Payment Run

  1. In the Payment Runs section on the landing page, click the button to view all custom payment runs.
  2. On the Advanced Payment Runs page, click + New Subscription Payment Run.
  3. Select Invoice parameters to process with payment run.
    Only the accounts with the APM field set to "True" will be processed.

    • All Customers - Process all open invoices from all accounts.
    • Custom Query - Process invoices that meet specific criteria defined by customizable logic.
    • Filter By - Select filters to identify a specific group of invoices to be paid.
  4. Enter the target date for the payment run.

  5. Click Create.

When the payment run is executed, the Advanced Payment Manager feature completes the following steps:

  1. Collect all invoices meeting the specified criteria.
  2. Segment invoices by subscription and payment method Id.
  3. Individually, make payment on the subscription with the designated payment method.

Create a Payment Run Schedule

  1. On the landing page, click the button in the Active Schedules section to view all recurring payment run schedules.

  2. On the Payment Schedules page, click + New Payment Run Schedule.

  3. Select Invoice parameters to process with payment run.

    Only the accounts with the APM field set to "True" will be processed.

    • All Customers - Process all open invoices from all accounts.
    • Custom Query - Process invoices that meet specific criteria defined by customizable logic.
    • Filter By - Select filters to identify a specific group of invoices to be paid.
  4. Enter Date and Schedule details:

    • Select the desired time zone from the dropdown menu

    • Select the frequency of the payment run

      Minutes, Hourly, Daily, Weekly, Monthly, Yearly

      Complete specific time frame details. Start times are in military time.

    • No further action is needed for the Interval field

  5. Click Create.

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