By setting up this page, AlarmBiller can generate and deliver your recurring invoices and submit the Forte payment automatically each month.
Editing Automation Settings
1. RMR Generation
Select the checkbox if you would like AlarmBiller to generate your recurring invoices.
Run on the XX th day of the month
Choose the day of each month you would like to generate your invoices.
RMR next invoice for
The month which services will be billed for.
Invoice Date is the XXst day of
The date you would like to appear on the invoice.
Note: Check the red text below these fields to verify the information in this section. Note: We suggest you contact “Support” to review your automation settings before the first automated RMR generation.
Next CC/eCheck Funding Date
To set up the next CC/eCheck funding, please go to the “Defaults” tab under the “Company” field in the Setup Table.
2. Master RMR Generation
Select this checkbox if you have master customers (hyperlink). If selected, fill out all the fields so they are identical to the “RMR Generation” section.
3. Invoice/Credit Delivery
Select this checkbox if you would like AlarmBiller to automatically deliver the recurring invoices through email and mail services.
4. Forte Payment Submit
Select this checkbox if you would like AlarmBiller to automatically submit your Forte Autopay invoices every day at 5:00 pm ET.
Retrieve Forte Mobile Payments
This is a future enhancement.
Expiring Credit Card Summary
If you select this checkbox, AlarmBiller will email you a summary of customer credit cards that are expiring this month or sooner. If they have email addresses and the Customer Portal is turned on, (hyperlink) these customers will also receive an email with instructions on how to update their credit card through the customer portal.
5. Save
Click save in the upper right corner of the screen to update.