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Auto-allocation

Overview

This tutorial will review how to activate the auto-allocation feature when using the Credit Allocation feature.

Auto-allocation is a feature that automatically applies credits to invoices (oldest invoice first) in certain situations. This can make using allocations easier for those who do not need to control how each credit is applied.

Package(s) Required:

The packages below are required in addition to the Foundation package. If you have questions about this please contact your account manager.

  • IMPACT

Estimated Time to Complete – 15 minutes

Instructions

Before beginning:

  • Credit Allocation must be activated

Click the tabs below based on the version of the Wise Option software you need instructions on.

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below. Video Coming Soon

Step-by-Step Guidance

  1. There are two auto-allocation settings to consider. Users can activate one and not the other or both. Please review both and decide which options should be activated

  2. Auto Allocation for manual credits and credit card payments made via the digital wallet

    1. This feature can be activated by checking the box Auto Allocation at the top right of any customer account

    2. Please note that this activates for ALL customers and ALL users

    3. If activated, this will ensure any manual credit added or credit card payment made via the digital wallet is allocated automatically.

    4. This does NOT cover credit card payments made via the customer portal, which will remain unallocated until the user allocates them.

  3. Confirmation message for auto-allocation of digital wallet payments

    1. This feature can be activated on a per-user basis and allows the user to receive a message when processing payments via the digital wallet asking whether or not they would like to auto-allocate this payment.

    2. To activate this feature, the user can go to the Payment with Digital Wallet, select the settings option at the bottom left corner, and make the selection shown below

  4. Auto Allocation of full balance credit card payments made via the customer portal

    1. This feature can be activated by navigating to Tools > Options > eBilling and selecting Auto Allocate Credit Card Payments for full payment.

    3. Please note that this activates for ALL customers and ALL users

    4. If activated, this will ensure credit card payments made via the digital wallet that is for the full account balance is allcoated automatically.

    5. This does NOT cover partial credit card payments made via the customer portal, which will remain unallocated until the user allocates them.

  5. Auto Allocation of partial balance credit card payments made via the customer portal

    1. This feature can be activated by navigating to Tools > Options > eBilling and selecting Auto Allocate Credit Card Payments for full payment.

    3. Please note that this activates for ALL customers and ALL users

    4. If activated, this will ensure credit card payments made via the digital wallet for a partial account balance are allocated automatically.

Resources

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