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How to: Make ‘External Payment Collection’ the Default for Customers
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As service providers, we are not involved in customers' billing processes. All the customers’ accounts must be setup to auto payments by 'External Payment Collection' assuming that you, as a reseller, collect customers' payments externally.

For Customers whose orders' status is ‘Waiting for Payment’, follow these steps:

1. Make ‘External Payment Collection’ Default and

2. Create Payment for Open Invoices (refer to How to: Create Payment for Open Invoices)


How to: Make ‘External Payment Collection’ the Default for Customers

 

1) Log in to your Reseller Control Panel (RCP)

2) Select Billing ( ) from the top right corner

 

Fig. 1

3) From the menu on the left, select Operations > Customers

Fig. 2

 

4) The ‘Customers’ page opens

Fig. 3

5) Click on the Customer’s ‘Account Name’

Fig. 4

6) The Customer’s account page opens

Fig. 5

7) Click on ‘Payment Methods’ tab

Fig. 6

 

8) The Customer’s ‘Account <number and name>’ page opens

Fig. 7

9) Select the ‘External Payment Collection’ option by clicking on its corresponding radio button

Fig. 8

10) Click the Mark as Default button

Fig. 9

‘External Payment Collection’ is now the default payment method for this Customer. Next you need to create a payment for all open invoices with this Customer (refer to How to: Create Payment for Open Invoices). Once these two steps are completed, all subscriptions with the status ‘Waiting for Payment’ will be automatically pushed to ‘provisioning’.