Payment & Billing Settings - Auto Suspend Bookings

This article will assist you with managing the invoicing for Families who meet the criteria of Suspended.

Overview

To assist Services with managing Family Debts within the system you can enable an option to stop Guardians from adding/requesting further bookings while they have a Debt.

To Manage this option

Select the Settings screen from the left-hand menu
Select the Payments & Billing icon

Note: Depending on your Settings, you may need to configure your settings individually Per Centre or Once for the Organisation. In this example the settings are configured Centre Level

Select the Centre Name to configure the settings for
Select Edit General Settings

Tick the option of Payment accounts are suspended if amount owing for last
Add in the Arrears days eg. 7
Add in the $##.## amount as the minimum to auto-suspend.
Select Save

Note: By enabling this option the system will automatically suspend the payment accounts automatically as per the above settings. If payment accounts are suspended, guardians will not be able to make further bookings using this payment account. Existing Recurring Bookings will remain on the Rolls.

Once the Account reaches your suspend settings, they will display as Suspended on the Accounts screen.

Unsuspending a Payment Account

The Payment Account will automatically be change from Suspended to Active once the Account balance is under the amount added into the Payment & Billing settings. see Step 7 & 8 above

If the Guardian or the Service try to make a booking while the Payment Account is in the status of Suspended the booking screen will display No Data to Display within the Payment account option.

Without an Active Payment Account, bookings are unable to be created.

Updated on: 10/05/2023

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