Mary Evans, Cloud Kicks' accountant, needs to make some changes to her customer's payment method. Here are three use cases.
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Modification of the payment date
Mary would like to change her customer's payment date.
She has several options:
An exceptional change
Her customer has called to ask her to postpone his next invoice, in order to regulate his cash flow. Mary agrees, and proposes to collect the invoice on the 10th of the month instead of the 3rd.
Mary makes a simple modification of the payment date, directly on the invoice. This exceptional change only applies to the invoice requested.
A change on all invoices
Cloud Kicks management has decided to stagger the debits throughout the month. Some customers will be debited on the 12th of the month, instead of the 5th. To change the debit date of all these customers' invoices, Mary opens directly the subscription.
After changing the date, Mary generates a new billing schedule. The new date is calculated and updated on all invoices for which a payment is “pending”.
Change of bank details
A Cloud Kicks customer contacts Mary to inform her of a change of bank details.
Mary sends a direct debit link back to the customer, asking them to register their new bank details online.
How do I get this direct debit link? It's very simple.
1. From the customer's account, generate a new direct debit link using the button. A new direct debit link will be updated in the Direct Debit Link field.
2. Mary mails this new link to her customer:
3. On receiving the link, the customer enters these new bank details and a new PSP Payment Method record is created:
Mary notices two PSP Payment Method records.
Mary changes the status to Inactive on the old PSP.
4. Mary assigns the new PSP payment method to the current subscription:
5. Mary clicks on Create schedule. All associated invoices with a pending payment will be updated with this new payment method.
If, exceptionally, on the next invoice the customer wishes to be debited on the previous RIB, simply change the PSP Payment Method directly on the invoice. The payment record will automatically be updated with the new payment method.
Modification of the payment method
Mary has received a cheque for the payment of an invoice, which was due to be debited shortly.
It's simple: directly from the invoice, Mary changes the payment method to cheque, then unchecks the pending box on the payment
Automatically, the payment method on the payment will be Cheque.
As the payment method is different from Frisbii Pay recurring, the values entered on the PSP Payment method and Direct debit date will be emptied and the fields will dynamically disappear.
The associated cash flow will be automatically deleted.
In this way, the next direct debit batch will not take this invoice into account.