Automate your account [Non-Accommodation]

Automating your PayDocker account by setting up rules, triggers, and scheduled actions to perform tasks automatically on your behalf. The goal is to save you time and effort by handling routine tasks without manual intervention.

What you can do here

1. Automate your billing
2. Automate your payments
3. Automate your payment collections
4. Automate your payouts
5. Deliver data to your inbox (Data Export)
6. Configure booking data received (Data Import)
7. Automate currency conversion to make payments
8. Automate smart contract setup

How to access

You can find these configurations under Settings > Automation

Automate your billing

a. Sales Automation Preference

• Configure billing automation to issue sales invoices: This option, when selected, will automate the process of sending out sales invoices. 

b. Reference Automation Preference

Configure automatic matching between the respective Token / Object exchange and validate the billing invoice to be sent.

• Auto validate reference id matching correspondence is 100% or 50%: Depending on your preferred match accuracy, the system will proceed with validating the invoice without requiring manual confirmation. 

Automate your Payments

a. Token Generation

• Don't configure token generation automation: This option means you will manually generate tokens whenever needed. Manual generation funtions will be disappear once you enable this.
• Configure token generation automation for all eligible or validated bookings: This setting automatically generates tokens for all bookings that meet the eligibility criteria. Tokens created will be according to the booking information received
  
  💡 Read this article for more information about bookings

b. Token Load Schedule (for non-API token integration)

• Configure token load schedule: This option will set up an automated schedule for loading tokens, saving you from having to do it yourself. Schedule will be based on the availability date of the token.

  💡Read more about token load schedule here

c. Token & Object Fee

• API/Import Setting: Selecting this option implies that token and object fees will be applied according to the API and import rules.
• Setup setting: Selecting this would imply that token and object fees will be applied according to the smart contract terms set up between you and your partner. If no setup is completed when this is enabled, API / import settings will be used.

Automate your Payouts

The Payout tab on the Automation page allows you to set up an automatic schedule or choose to handle payouts manually.

• Manual: You will be responsible for manually initiating all payouts from your account through the Dashboard.
• Automatic every: This option allows you to set a recurring, automatic payout schedule as long as there are balances available. 
  
  Free payout threshold is a specific limit that determines whether a payout will be processed without an associated fee.
  • Process and pay the payout fee: If your balance is below the free payout threshold, the system will still process the payout, and you will be charged the associated payout fee.
  • Do not process: The system will not process the payout if the free threshold has not been met. 
    The funds will remain in your account until the next scheduled payout date or until you manually initiate a payout.
• Smart Payout: This allows you to create customized rules for your payouts based on specific conditions, such as when a specified threshold is met.
  • Manage Smart Payout Settings allows you to perform the following configurations:
    1. Specify the configuration for each currency that you are collecting in
    2. Define what happens if the free payout threshold is not met 

    3. Configure Transfer Reference to include specific data elements (like 'Booking ID' or 'Invoice Number') in the payout reference for easier reconciliation.
       

       💡 Read more about Smart Payouts here

Automate your payment collections

The Collection tab allows you to configure settings for automating your token collection process, streamlining the management of received tokens.

Deliver data to your inbox (Data Export)

The Data Export tab allows you to automate the process of exporting data from your account, sending regular reports directly to your inbox.

There are two main categories of data you can automate the export for:

1. Ledger: This refers to your balance ledger or transactional records
2. Token: This refers to data related to your issued and collected tokens

Here are what the options mean:

• Configure ledger/Token automation: Selecting this option will set up an automated process to send ledger data exports to your inbox based on your configurations

  Manage export settings would allow you to configure the following settings:

  • Send to: Enter the email addresses where you want the report sent. You can add multiple emails separated by commas.
  • Subject: You can customize the subject line of the email, which defaults to "Ledger data export."
  • Schedule: You can set the frequency and time to receive the report exported
  • Filter the data in your ledger export based to receive specific ledger data based on date range and available balance
     
    

 

Configure booking data received (Data Import)

a. Bookings automation

• You can enable the 3 options if you would like to automate the process of importing new bookings, validating new imported bookings or both. 

b. Mirroring automation

Mirroring replicates booking transactions and is particularly useful for businesses that need to replicate the same transaction for both a buyer and a supplier, ensuring both parties have a consistent and synchronized record.

• This automation facilitates the process of replicating booking transactions between your buyers and suppliers.

 

Automate currency conversion to make payments

The Conversion tab enables you to automate the process of converting balances available within your account, thereby accelerating your purchase.

• Configure conversion automation from all balances: When you need to make a payment, the system will automatically convert funds from all your balances to cover it. If one balance isn't enough, it will automatically pull from another until the payment is complete.
• Configure conversion automation from all balances except: This option is similar to the one above, but it allows you to automate conversions from all your balances except for a specific balance.
• Configure conversion automation from selected balances: This option enables you to choose specific balances from a dropdown menu to include in the automated conversion process.

 

Automate smart contract setup

The Partnership tab allows you to automate managing your smart contract partnership, such as automatically accepting incoming partnership requests and configuring terms.

• Configure setup automation for new terms, revised terms, or both only: This option will automatically accept all terms based on your level of configuration.