We have the option to charge all statement customers with a card on file at once, or charge each customer individually.

Charge cards in bulk:

The "Run Autopay" option in Accounting will normally charge any unpaid autopay customer balances. However, if we apply filters to the Accounts Receivable tab in the Accounting module, we can target our statement customers with this to charge all statement customers with a card on file.

1. Open the Accounting Module and wait for Accounts Receivable to load.

2. Set the "Payment Setting" filter to STATEMENT. *OPTIONAL* Set the "Agent" filter to the Agents whose statement customers you'd like to charge. If you'd like to charge ALL statement customers, leave this "Agent" filter blank.

Charging cards individually:

1. Open the Accounting Module and wait for Accounts Receivable to load.

2. Click on the Payment header to filter the report by the customers with cards on file.

3. Select Statement from the Payment setting filter to see only the statement customers that will be charged monthly.

4. Click on each customer's name, then click Pay. The statement amount will already be selected in the payment box.

5. Simply click Pay to charge the amount due on the statement. Any orders for the current billing period that are not yet on a statement will not automatically be selected.