Paxton Entry App - Managing Customer Billing Frequency

Overview

This application note provides guidance on managing recurring charges for the Paxton Entry App, aiming to reduce administrative overhead and support flexible customer billing models. It outlines practical strategies for streamlining revenue collection.

Users are billed monthly by Paxton for each active Entry App user via the myPaxton portal, offering flexibility to add or remove users without upfront payment. However, this does not mandate monthly billing of your own customers.

A computer setup featuring a monitor displaying the Paxton Entry App dashboard with various charts and graphs, alongside a keyboard and mouse.

Installer Billing Responsibilities

Installers are charged monthly by Paxton based on the number of active Entry App users associated with their myPaxton account.

• Invoices are issued through the myPaxton portal at the start of each month.
• Installers can choose to pay invoices manually or set up automatic payments.

Available Payment Methods

This feature is only available to Registered Installer accounts.

To pay manually:

1. Log in to the myPaxton portal.
2. Go to the Payment section.
3. Select the Payments tab.
4. Under Pay an invoice, choose the invoice to pay.

Screenshots of the Paxton portal's 'Payment' section showing invoice details, account charges, and payment options. One screenshot displays a list of invoices with dates, totals, and statuses (DUE, OVERDUE, PAID), and another shows a 'SECURE PAYMENT' interface.

Automatic Payments

Automatic payments are available for all account types and are required for System Manager accounts.

To set up:

1. Log into the myPaxton portal.
2. Go to the Payment section.
3. Select the Payments tab.
4. Enable Automatic payments and enter your payment information.

Screenshots of the Paxton portal's payment interface, including a pop-up for 'MAKE ONE TIME PAYMENT' with fields for card details and billing address, and a list of accepted card types (MasterCard, VISA, AMEX, DISCOVER, JCB, UnionPay). Another screenshot shows the 'Payment' section with account activity and invoices.

A 'SET UP AUTOMATIC PAYMENTS' interface allowing users to save payment information (card or US bank account) and a list of accepted card types.

Automatic payments will be taken:

• On the 1st of each month for System Managers.
• At the end of the 30-day credit window for Registered Installers.

Customer Billing Flexibility

Although Paxton charges installers monthly, installers may choose a different billing frequency for their customers. The following are examples of how customers can be billed:

1. Annual or Quarterly Billing

To simplify billing and improve cash flow, consider charging customers upfront for 3 or 12 months of Entry App access. These funds can then be used to cover monthly Paxton invoices, reducing admin and ensuring consistent service.

Example:

A single app user costs $3.00/month ($36/year). The installer invoices the customer once per year and makes an automatic payment to Paxton for $3.00 per user each month.

Benefits:

• Reduces admin time
• Improves cash flow
• Fewer invoices to manage

2. Bundled Services

To offer a more streamlined experience, consider including Entry App access as part of a broader maintenance or support contract. Bundling services allows for a flat monthly or annual fee covering multiple offerings, simplifying billing and reducing the number of separate invoices.

Benefits:

• Simplifies customer communication
• Consolidates billing

Best Practices

To simplify billing and reduce the risk of missed payments, enable automatic payments through the myPaxton portal. This ensures timely invoice settlement without manual intervention. It is also important to set clear expectations with customers regarding billing frequency (monthly, quarterly, or annually) for their planning. Reviewing account usage monthly helps ensure customer balances are sufficient, supporting uninterrupted service and smoother financial management.

Further Information

• To manage invoices and payments, visit: https://mypaxton.com/
• For help with payment issues or account configuration, contact Paxton Support.