Auto-Settle automatically applies a customer's unsettled payment to their open invoices, without requiring manual allocation for each payment. This is different from AutoPay — AutoPay charges a saved payment method to create a new payment; Auto-Settle allocates a payment that already exists in the system against open invoices. For running the AutoPay batch, see CRM - AutoPay.
Automatically settle payments and overpayments for all, reservation, or POS invoices with the click of a button. This feature will significantly save you time and enable you to make the most of the auto-pay functionality.
Enable Auto-Settle Settings
The auto settlement feature for payments can be activated either at the outlet level or through a module at a more granular level. Here are the steps to enable auto settlement.
Enable by Outlet
Select Company Settings from the navigation pane.
Click on the Outlet Defaults tile.
Toggle on Payment Auto Settle.
Click the Save button.
Enable by Module
Select Company Settings from the navigation pane.
Click on the Module Defaults tile.
Find the desired module and toggle on Payment Auto Settle.
Click the Save button.
Auto-Settle Security Role
In order to utilize the auto-settle feature, users must have the appropriate security role access. Contact your system administrator to grant access via System Settings → Roles → CRM tab. Enable Edit Payment Auto Settle and Auto Settle under the View Payments section for the desired role.
Auto-Settle Settings
Open CRM → Payments search for the desired unsettled payment, by typing the customer name in the search box.
Alternatively, utilize the filter next to the search box to narrow down the search based on unsettled status, customer, and date.
Locate the unsettled payment, and click the Edit button.
Click Auto Settle Settings button to enable auto settlements.
Toggle on Auto Settle.
Select the settlement Type
All - Every customer's open invoice will be settled to payment.
POS - Invoices that are generated in the Point of Sale will be settled to payment.
Reservation - Invoices created through customer reservations will be settled to payment.
Click the Save button on the payment.
The selected auto settlement type will be visible on the payment screen.
Auto Settle Unsettled Payments
Access CRM → Payments and search for the specific unsettled payment by entering the customer's name in the search box.
Alternatively, utilize the filter next to the search box to narrow down the search based on unsettled status, customer, and date.
Identify the unsettled payment and click the three-dot menu (⋯).
Select the Auto Settle option.
Sharper will automatically settle the payment against any outstanding invoices.