Group Billing

Create a Group Billing Job:

1. Go to Group Billing > Group Billing Jobs
2. Click "Create New" at the top right corner
3. You will prompted to choose "Create New" or "Reuse Existing"
   • If you would like to build a new order for the Group Billing Job click Create New.
   • If you are reusing a prior Group Billing order, click Reuse Existing
4. If you selected "Create New" then you will be prompted to create the order that will be used for the Group Billing Job.  Otherwise select the existing Group Billing Job Template from the list that appears on the page.
5. Select the group of customers that should be billed.  You can choose to either "Use Template / Plan Members" or "Use Submatic Customer Group".  If you are billing all of the subscribers for a an existing Template then select the first option.  If you are billing a custom set of customers that you defined using the Submatic Customer Group function then select the second option.
6. On the final page you will see a summary of the Group Billing Job.  Please verify that the information is accurate.
7. If you would like to bill the group immediately check the "Process Charges Now" box, or to schedule charges for a future date add a date within the "Process Charges On" field.
8. Optionally allow customers to customize their orders.  Refer to "Allowing Customization" below to learn more.
9. Click "Submit"
10. You will see a confirmation once you submit and the Group Charge will be processed in the  background.  As it charge is processed a new invoice will appear on the Invoices page.  Each customer will receive a receipt containing the details of the order.  If a payment is declined then the customer will receive an email notifying them that their payment has been declined. 
11. Failed payments for group charges are automatically retried according to the default billing retry schedule.

Allowing Customization

When you create a Group Billing Job you have the option to allow customers to customize their orders.  If you allow customization additional options will appear that define the rules for customizing orders.  Additional fields for customization are:

• Cut Off Date for Custom Selections: The date by which customers must make their custom selections.  If a customer does not make any custom selections they will receive the default selections.
• Customers May Select: When a customer makes their customer selections they will be presented with product options.  The products that appear are defined by you.  The options that you have are
  
  • All Eligible Products: Any product listed in your Submatic account that has a defined price (variable price items are excluded).
  • All "Shoppable" Products: Any product in your Submatic account that has been set as "Shoppable".  The Shoppable setting is defined on a product level and can be managed on the product detail page.
  • From an Item Set: Products that are included in a custom item set
• Allow Customers to Skip: If you select "Yes" customers will have an option to Skip the order
• Set Min/Max: Optionally set a minimum or maximum order.  The min/max can be set based on number of units or dollar amount. 
• Make Specific Products Required: If customers may customize only part of the order then use this option to select the products on the order that are required.

Add a Customer to an Existing Group Billing Job

You may add a customer to an existing group billing job, as long as that customer is not already included in the group billing job.  To do this:

• Go to Group Billing > Group Billing Jobs
• Locate the relevant Group Billing Job, click on the customer icon
• Scroll, search, or use the filters to locate the customer that should be added.  Click "Add This Customer"
•  A window will appear that shows a billing summary.  Confirm the details.  If the group billing job has already processed, the customer will be billed immediately.  If the group billing job is scheduled for a future billing date, the customer will be scheduled to be billed on that date (a new Pending Order will appear for the customer in this case).
• Click "Confirm"
• The new order will be processed within a short period of time.  Once it is processed you will see a new Invoice (if the customer has been billed) or Pending Order (if the billing is scheduled for a future date) in your account.