Categories
0
votes
Sign in to Vote
Currently, when students sign the AUP and select device insurance, an invoice is automatically created. However, if the family decides not to pay, the unpaid invoice remains on the account indefinitely, requiring our staff to manually clear them out at the end of the school year. We would love to see an automated expiration or deletion setting for these specific invoices after a customizable timeframe.
Comments (1)
Manage1to1 Team
Official Response
4 weeks ago
Good news, this is already built into Manage1to1, and it does exactly what you're describing.
Automatic expiration of unpaid insurance invoices. Turn on auto-cancel for unpaid premiums, and any insurance invoice left unpaid past its due date is cancelled for you automatically, with the coverage closed out at the same time. No more manual clearing at year end. You set the window (how long families have to pay before it expires), so it fits your timeline.
Coverage is Pending until the family pays. This is the other half of what you're after: when a student selects insurance, the coverage is held as Pending and does not become effective until the premium is actually paid. So an unpaid selection never puts real coverage in force, and when the invoice auto-expires, you're just clearing a pending item, not tearing down active coverage.
To turn it on: Insurance settings → enable auto-cancel unpaid premiums, then set your premium due window.
One small note so expectations are exact: the invoice is marked Cancelled (and the coverage Declined) rather than hard-deleted, which keeps a clean financial record while still getting it off your active ledger. That matches what your team does manually today, just automatically.
Automatic expiration of unpaid insurance invoices. Turn on auto-cancel for unpaid premiums, and any insurance invoice left unpaid past its due date is cancelled for you automatically, with the coverage closed out at the same time. No more manual clearing at year end. You set the window (how long families have to pay before it expires), so it fits your timeline.
Coverage is Pending until the family pays. This is the other half of what you're after: when a student selects insurance, the coverage is held as Pending and does not become effective until the premium is actually paid. So an unpaid selection never puts real coverage in force, and when the invoice auto-expires, you're just clearing a pending item, not tearing down active coverage.
To turn it on: Insurance settings → enable auto-cancel unpaid premiums, then set your premium due window.
One small note so expectations are exact: the invoice is marked Cancelled (and the coverage Declined) rather than hard-deleted, which keeps a clean financial record while still getting it off your active ledger. That matches what your team does manually today, just automatically.
Add a Comment
Sign in to add a comment to this feature request.
Sign In