Customers on ACH and on Payment Arrangement
It would be helpful if the Auto Draft would be able to pull the arrangement amount which includes the current amount due. Right now, a customer needs to either remove their Auto Draft information or we must go in and manually (remember to) change the amount that should be drafted each month. See the attachment. There also needs to be a way for there to be a one-time payment, like the $100.00 only, in the arrangement since they must pay something.
Example:
If the bill was $600.00 due 12/15, and their arraignment was that they would
pay $100.00 on 12/15
pay $100.00 + current regular bill of $65.10 on 1/15
pay $100.00 + current regular bill of $55.67 on 2/15
pay $100.00 + current regular bill of $67.13 on 3/15
pay $100.00 + current regular bill of $90.22 on 4/15
pay $100.00 + current regular bill of $77.99 on 5/15
Could there not be a drop down added for this on the Auto Draft tab?
Kim
shared this idea
Thank you for your suggestion. We have enhanced the Auto Draft functionality to support payment arrangements that automatically include both the arrangement amount and the current billing charges when the customer selects “Pay Account Balance” or “Required Amount” on the Auto Draft tab. This update allows Auto Draft to dynamically adjust each month to draft the correct total without requiring staff to manually update the draft amount or remove Auto Draft information.