How to Set Up Auto Bill

Step 1: Create the Opportunity

1. Begin by creating the Opportunity (OPP) in the system.

Step 2: Enable Auto Bill

1. In the Payment Details section, check the Auto Bill box ✅ (see #1 in the screenshot).

2. Confirm that the Auto Bill Start Date is correct.

Step 3: Enter the Auto Bill Amount

1. In the Auto Bill Amount field (#2 in the screenshot), type the recurring payment amount that should be charged automatically.

Step 4: Adjust the First Payment Amount

1. In the Amount to Pay field (#3 in the screenshot), adjust the amount to match the client’s first payment.

   • This amount may be different from the regular auto bill amount.

Step 5: Process the First Payment

1. Click Process Payment on Selected Card (#4 in the screenshot).

2. Confirm the payment has been successfully processed.

⚙️ New Update: Auto Bill Setup Rules

There has been a recent change to how Auto Bill setup works for Sales Reps.

If the Auto Bill section has no values

• You can click Update in the Opportunity Sales Process.

• Then, set up Auto Bill directly from there.

Once Auto Bill values are entered

• You cannot modify or update them.

• If you click Save at Current Stage without processing the payment, you will not be able to go back into the Update screen.

• Because the Update screen allows for changes, and changes cannot be made once values exist, the system will prevent you from closing the Opportunity.

• If you accidentally set up AB and didn't process a payment, please submit a ticket to reset the op

• If adjustments to the existing Auto Bill are required, submit a Paperless Request — only Event Services can modify Auto Bill details once values are set.

⚠️ Important Reminders

• Always ensure the Auto Bill box is checked before entering amounts.

• The Auto Bill Amount must reflect the correct recurring charge.

• The Amount to Pay must be adjusted for the first payment, which may differ from the recurring amount.

• Payments should only be processed after confirming card details and expiration dates.