Autopay
Accounts paid automatically by a card kept in the card vault: the mask, the consent and when it was given. Each posted bill becomes a one-off charge on its due date.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Cashiering & Payments
- Screen: Autopay
Address in the console: /crm/util-autopay
Read-only list · 5 columns · 3 actions
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Account | Code | account_no |
| Card | Text | card_mask |
| Agreed | Date and time | consent_at |
| Through | Status | enrolled_via |
| Status | Status | status |
What you can do here
Turn on autopay primary
Asks for: Account* Card token* What the customer agreed to*
Post settled autopay charges
Turn off
Asks for confirmation: Turn autopay off for this account?
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.