For every new company added or imported, Kube uses the company billing defaults set at the system level to determine the billing settings it enables for new companies. You can manually change the When Taking Company Charges setting when you add a company, and you can edit all the settings on the company's Billing Options screen after you add the company. For more information, see Setting whether invoicing is automatic, Setting whether companies make automatic payments, and Setting whether company charges are paid immediately or added to the monthly invoice.
You can select defaults for the following settings:
Automatic Invoicing
Automatic Payments
When Taking Company Charges
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
CAUTION: Changing the default settings only affects companies you add after saving your changes. Kube does not update the changed settings for existing companies.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To set default company billing options
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select the Settings tab.
Click the Edit button.
In the Company Billing Defaults section, make your selections.
Automatic Invoicing
Whether Kube automatically invoices charges set to automatically invoice when the Invoices scheduled task runs each month. For more information, see Setting whether invoicing is automatic and Scheduled Tasks.
NOTE: By default, automatic invoicing is active.Automatic Payments
Whether companies make automatic payments on unpaid invoice amounts when the Payments scheduled task runs. For more information, see Setting whether companies make automatic payments and Scheduled Tasks.
CAUTION: If a company does not have a payment method on file, Kube cannot process automatic payments, even if the setting is active.
NOTE: By default, automatic payments are disabled.When Taking Company Charges
When a member makes a purchase, whether Kube requests payment at the time of checkout (Pay Now Only) or adds charges to the company's monthly invoice (Bill Later Only). For more information, see Setting whether company charges are paid immediately or added to the monthly invoice.
NOTE: By default, charges are added to the company's monthly invoice.
Click Save.
TIP: The next step in the Kube system setup process is to set company group defaults. For more information, see Setting default company group options.