Add a new acknowledgment
To add a new stored credential acknowledgment:
Navigate to Company Settings > Acknowledgements. Click "+ New Acknowledgement."
Select the Auto-Pay acknowledgment type
Fill out the remaining fields
Field Definitions
Field | Description |
Acknowledgment Type | This should be set to Auto-Pay |
Name | The name of the acknowledgment for internal purposes only. |
Text | The verbiage to display next to the acknowledgment checkbox. |
Field Required Message | N/A for Auto-Pay as it is an optional field. |
Purpose
If the ability to control Auto-Pay is enabled on a user's profile, and an Auto-Pay Acknowledgment is assigned, then the Auto-Pay checkbox will be displayed when a user does the following:
Adds a new payment method to their account
Pays an invoice with a new payment method
Turns the Auto-Pay toggle ON
The checkbox will not be displayed if using an existing payment method or using to toggle to turn Auto-Pay OFF.
This way end users are aware of what it means to sign up for Auto-Pay and there is an audit of their agreement for legal purposes.
Profile Configurations
The Auto-Pay acknowledgment gets assigned to user cohorts at the profile level.
Navigate to:
Users > Profiles > Actions > Edit > Configurations > Payment Methods > Auto Pay Acknowledgement
All Auto-Pay acknowledgments will appear in a drop-down list to choose from.
Logging
You can track a user's acknowledgments by "Viewing" the user in the administrator user's list. This will show an audit log of when the customer agreed to the Auto-Pay terms to opt in to Auto-Pay.