AUTO PAY WITHDRAW ON FINAL & WAITING STATUS
Would like for all customers regardless of status to be pulled into auto pay for ACH or Credit card. Rental properties/landlord accounts generate adjustments and final bill customers do not pull to withdraw final billing statements. Over 1/2 of accounts that are final bill have to be moved back into a 'current status' in order to run auto pay to pull final bill balance.
Anonymous
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Thank you for bringing this up — this is actually something UB4 already handles through an option in the Final Bill Wizard.
When processing a final bill, there is a checkbox labeled "Remove recurring payment details (Optional)." This checkbox controls whether the customer's existing autopay is retained or removed for the final bill draft. Importantly, if you leave this box unchecked, the existing autopay will be used to pull the final bill balance — no need to move the account back to current status.
A few things to note about how this option works:
- It only applies when the customer already has recurring payment details on file.
- It is only enabled if the customer is not in current/waiting status at any other locations.
- It defaults to the value set in UB4 Company Options under "Remove recurring payment details on final bill."
- There is no community-level override; all communities follow the company default.
If your company default is currently set to remove recurring payment details, that would explain why final bill accounts aren't being pulled into autopay. Reviewing and adjusting that Company Option setting may resolve the issue for the majority of your final bill accounts without requiring manual status changes.
Please reach out to our technical support staff if you have questions regarding that setting or need help with anything else.