How to Set Up Automated Billing for Long-Term Guests

Automated billing streamlines payments for long-term guests by scheduling recurring charges. In Indio, enable it in the reservation’s billing settings. Follow these steps to set it up.

Access the Billing Tab
1. Login
2. Navigate to the Front Desk
3. Use the Search Bar to find the guest’s reservation by name, confirmation number, or site.
4. Click on the reservation to open
Navigate to Billing Settings
1. Click on the Billing tab
2. Under Billing Settings, click the three action dots
Configure Recurring Payments
1. Choose Long Term Billing
2. Under Auto Payment, choose Edit
3. If client would like to pay by debit or credit card, choose Add New Credit Card
  1. Add Cardholder Name, Card Number, Expiration Date, and CVC
  2. Option to make primary payment method.
  3. Click Save
4. If Client would like to pay with a bank account (ACH transaction) choose Add New Bank Account
  1. Add Account Holder Name, Routing Number, and Account Number
  2. Click Save
5. With these automatic payments, due dates apply. You can add a late payment to be applied after a certain number of days
  1. Click Add Late Fee
  2. Choose the number of days that the late fee will apply after (e.g. Payment is due on the 1st of the month, a late fee will apply after 3 days – on the 4th of the month.
  3. Enter the late fee amount.
  4. Click Save Late Fee Rule
6. Click Save
Additional Notes
1. If a scheduled payment fails, Indio will generate an alert, allowing staff to follow up with the guest.
2. In order to disable auto-pay, select Cancel recurring Billing and confirm the change.
3. A client can have multiple payment methods saved for long term billing. Be sure to indicate which one is the Primary Payment Method.