Set Up Billing Automations

Steps

1. Open the PayStack portal and go to Billing settings.

2. Open Automation (or Automation Settings).

3. Review and configure the essentials:
• When statements are sent (schedule)
• Which patients/accounts are included
• Messaging stage rules (courtesy → collections)
• Delivery methods (text/email/paper)

4. Save changes.

5. Send a small test batch (if available) to confirm the workflow.

What Happens Next

• Automations run on the schedule you set.

• Patients move through stages based on your rules and their responses/payments.

You’ll Know It Worked When

• The automation shows as enabled with the correct schedule.

• Statement batches run when expected.

• Delivery/status logs show activity for the correct patients.

Common Issues

• Statements didn’t send: confirm the automation is enabled and the schedule/timezone is correct.

• Wrong patients included: re-check eligibility rules (balance thresholds, stages, exclusions).

• Messages are going out in the wrong stage: review stage rules and the patient’s current stage before re-running.