Auto Account

Auto Account

Auto Account allows you to set up automatic sending of a bank account for replenishment balances.

The bill will arrive in the mail to users with a category subscription account notifications Accounting documents.

It is possible to set up auto-counting:

• scheduled — the bill will arrive on a specific day of the month;
• on the threshold balance — the invoice will come when the amount on the balance sheet will be reduced to the specified value.

Connect auto-account can a user with role Account Owner or Billing Administrator. Only the Account Owner can customize notification categories for users.

Connect auto-account⁠

1. В control panels from the top menu, press Billing.
2. Go to the section Auto Account.
3. Click Connect auto-account.
4. Select the billing condition.
5. If you chose scheduled billing, specify the day on which auto-billing will be sent each month.
6. If you have chosen to bill by principal balance threshold, specify the amount at which the auto-bill will be sent.
7. Click Connect.

Change auto-counting settings⁠

1. В control panels from the top menu, press Billing.
2. Go to the section Auto Account.
3. Click Change settings.
4. Make the changes.
5. Click Save.

Disable auto-counting⁠

1. В control panels from the top menu, press Billing.
2. Go to the section Auto Account.
3. Click Disable auto-counting.