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---

# VIDEO: Auto-Collections for Timely Payments

## METADATA

- id: 4cYxq4mlv9wGOmzCDyevZQ
- type: video
- source: Chargebee
- watch_url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments

- collection_url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos

## TRANSCRIPT

- time: 00:00
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=0
  text: In this video, let's see how to set auto-collections for payments in Chargebee. Auto Collection in Chargebee

- time: 00:05
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=5
  text: determines whether payments for invoices are collected automatically

- time: 00:09
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=9
  text: using the customer's saved payment method.

- time: 00:12
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=12
  text: There are three settings that govern automatic collection of payments, and we will cover each one by one.

- time: 00:21
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=21
  text: To enable auto collections at a customer level, go to the customer setting, select a particular customer. Here,

- time: 00:27
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=27
  text: go and click on edit customer.

- time: 00:30
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=30
  text: Once you scroll down, you will find the option to switch on or switch off auto collections.

- time: 00:35
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=35
  text: It is important to note that by default when a new customer is created, the auto collection setting is typically

- time: 00:41
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=41
  text: enabled, meaning Chargebee will attempt to collect payments automatically,

- time: 00:47
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=47
  text: and click on update.

- time: 00:49
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=49
  text: You can also find the auto-collections settings when you scroll down within customer configuration settings.

- time: 00:57
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=57
  text: To modify auto collections at a subscription level, select subscriptions and then choose the subscription you want to

- time: 01:03
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=63
  text: modify.

- time: 01:05
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=65
  text: As you scroll down, you'll find the auto-collection setting under subscription configuration.

- time: 01:11
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=71
  text: By default, when you create a new subscription,

- time: 01:13
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=73
  text: it inherits the customer's auto collection status,

- time: 01:16
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=76
  text: unless you choose to override it.

- time: 01:19
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=79
  text: The auto collection setting can be customized at the subscription level, and it overrides the customer level setting.

- time: 01:25
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=85
  text: If you choose ‘Same as Customer’, the subscription will follow the auto-collection status set under the customer settings.

- time: 01:32
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=92
  text: But if you select ‘On’, it overrides the customer’s setting and ensures auto-collection is always enabled for

- time: 01:38
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=98
  text: this subscription.

- time: 01:41
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=101
  text: To configure payment collection go to Settings, select Configure Chargebee, go to Billing Logic. Under the

- time: 01:47
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=107
  text: payments tab, you will find the setting payment collection when payment method is added. This setting ensures that

- time: 01:53
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=113
  text: Chargebee will automatically attempt payment collection for the latest recurring invoice

- time: 01:58
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=118
  text: If unpaid whenever a new payment method is added.

- time: 02:01
  url: https://learn.chargebee.com/q6COrMahSFs-recommended-videos/yhDHW6QVS0I-auto-collections-for-timely-payments?start_time=121
  text: Thank you for watching.

## SUMMARY

# How to Set Auto-Collections for Payments in Chargebee

Auto-collection in Chargebee determines whether payments for invoices are collected automatically using the customer's saved payment method. There are three settings that govern the automatic collection of payments, and we will cover each one step by step.

## Step 1: Enable Auto-Collections at a Customer Level

1. Go to the **Customer** setting.

2. Select a particular customer.

3. Click on **Edit Customer**.

4. Scroll down to find the option to switch on or switch off auto-collections.

Note: By default, when a new customer is created, the auto-collection setting is typically enabled, meaning Chargebee will attempt to collect payments automatically.

## Step 2: Modify Auto-Collections at a Subscription Level

1. Select **Subscriptions**.

2. Choose the subscription you want to modify.

3. Scroll down to find the auto-collection setting under **Subscription Configuration**.

By default, when you create a new subscription, it inherits the customer's auto-collection status unless you choose to override it. The auto-collection setting can be customized at the subscription level, and it overrides the customer level setting.

- If you choose **Same as Customer** , the subscription will follow the auto-collection status set under the Customer settings.

- If you select **On** , it overrides the customer's setting and ensures auto-collection is always enabled for this subscription.

## Step 3: Configure Payment Collection

1. Go to **Settings**.

2. Select **Configure Chargebee**.

3. Go to **Billing LogIQ**.

4. Under the **Payments** tab, find the setting called **Payment Collection when Payment Method is added**.

This setting is already enabled by default. It ensures that Chargebee will automatically attempt payment collection for the latest recurring invoice, if unpaid, whenever a new payment method is added.