When members make online purchases, they can either pay when they complete their purchase or Kube can add the charges to the company’s monthly invoice. You can set which option is the default for each company globally or individually at the company level. For more information, see Setting default company billing options.
When members pay immediately, they can choose an existing ACH, credit, or debit payment method, or they can add a new payment method before finalizing their purchase. When Kube adds charges to the company's monthly invoice, Kube adds charges to the Open Charges screen and invoices open charges when the Invoices scheduled task runs each month. By default, Kube adds charges to the company's monthly invoice. For more information, see Scheduled Tasks.
NOTES:
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.
If your country does not support payment processing, the only option available is Bill Later only. For more information, see Payment processing off overview.
You can choose whether company charges are paid immediately or added to the company's monthly invoice by default for all new companies. For more information, see Setting default company billing options.
To set whether company charges are paid immediately or added to the monthly invoice
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears. Click Detailed View.
Select Billing in the side menu and select the Billing Options tab.
Click the Edit button.
Click the radio button next to the When Taking Company Charges option to select your option.
TIP: This setting can be customized per property the company does business with. Click the Additional Properties Billing Settings button to select additional properties where the setting should be customized.
Click Save.
TIP: The next step in the Kube customer setup process is to set whether the company pays taxes. For more information, see Making a company tax exempt (domestic tax) and Making a company tax exempt (international).