Table of Contents for Autopay Contents 

 

Autopay Getting Started

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Autopay Overview

 

Important Topics

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Is it Safe to Store Credit Cards via GrowthZone?

Info Hub Training for Your Members

 

Set up & Manage Autopay from the Info Hub

• Store Credit Cards in the Info Hub
• Assign Payment Profile to Recurring Fees in the Info Hub
• Store Bank Accounts in the Info Hub
• Manage Autopay in the Info Hub
• View Billing Transactions and Pay Invoices in Info Hub

 

Set up & Manage Autopay from the Back Office

• Store Credit Cards in the Back Office 
• Assign Payment Profile to Recurring Fees in the back office
• Remove Autopay for a Member

 

Managing Autopay

• Invoice Processing for Stored Payment Profiles
• My Billing Info: Autopay & Billing Tab (and Use Case)

• Finance Settings Overview

• Billing Overview

• Stored Payment Profile Report

 

Billing and Autopay

• Membership Renewal Overview

• Create Invoices prior to Charging Stored Payment Profile

• Manage Invoices for Upcoming (Recurring) Billing
• Generate Invoices for Upcoming (Recurring) Billing
• Automated Scheduled Billing Overview