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Related user guide title goes here

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This article will show you how to update the payment and status for agreements that are billing suspended in Advantage. If a customer purchases an agreement and their payment is declined, the agreement will go into a billing suspension status.

3 min read

Info

Note
These instructions require you to have a control group open.

How To Add Payment to a Billing Suspended Agreement

  1. From the Customer Service ribbon, navigate to Customer Activity

  2. Select the agreement you want to update

  3. Navigate to the Invoices / Payments tab at the bottom half of the screen

  4. Select the open invoice and then click Add Payment

  5. Select one of the following options...

Expand
titleIf paying by Credit Card...

  1. If the customer has saved credit cards on their account, the Saved Payment Methods dialog box will appear, you can select a card, or hit Cancel to collect a new payment method

  2. The A/R Payment Entry dialog box will appear. Complete the following fields:

Choose Existing Card

Select a card from those on file to use with the payment if applicable

Add Card

Click this button to add a card to use for the payment using the secure payment entry dialog box

3. Clicking Add Card will open up the secure payment entry dialog box, complete the following:

Card Type

Select the card type from the list

Card Number

Enter the card number

Expiration Month

Enter the card's expiration month

Expiration Year

Enter the card's expiration year

Security Code

Enter the card's security (CVV) code

Save Card

Choose whether to add the card to keep on file for future payments:
Yes - Will keep the card on file for future purposes

No - Will not keep a record of the card being used for the current purchase

4. Click Complete
5. The Amount will fill in automatically with the invoice amount
6. Click OK

Expand
titleIf paying by Direct Debit...

  1. If the customer has saved SEPA direct debits on their account, the Saved Payment Methods dialog box will appear you can select a Direct Debit or hit Cancel to collect a new payment method

  2. The A/R Payment Entry dialog box will appear complete the following fields

Payment Type

Set the Payment Type to Direct Debit.

Payment Code

Select the payment code for the direct debit.

Bank Identification

Enter the bank ID.

Customer Bank Account

Enter the customer's bank account number.

Account Holder Name

Enter the account holder's name.
For some affiliates, this fills in automatically.

3. The Amount will fill in automatically with the payment amount. The collection date, DD consent date and DD wait period will fill in automatically as well.
4. Click OK

Info

Note
Once the transaction has been posted and payment is processed, the agreement will automatically change status to active.

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Still need help?

We know this can be frustrating. To get further help please open a Jira Support ticket.

Open a ticket [Link to JSD]Click here to open a ticket

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FAQs - Billing Suspension Payment

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FAQs - Activate a Suspended Agreement

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