Billing team

For the billing team

An automatic reply about money is one reply too many. On a payments inbox, 0seat only proposes drafts, and the server refuses autopilot outright. As soon as a message mentions a payment, a refund or a disputed invoice, the conversation goes to a person.

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What gets in the way today

A promise nobody can keep

A tool that writes “your refund is on its way” without anyone deciding it creates a dispute. On money, the risk of a wrong reply outweighs the time saved.

Finding the invoice

Before replying, you open WHMCS, find the customer, the invoice, its status and its due date. The information exists; it is not in front of you.

One global setting

An all-or-nothing assistant forces a choice between autopilot everywhere, payments inbox included, and nothing at all.

What 0seat does about it

The Payments inbox in draft mode only

Declare the inbox as a payments inbox, or let 0seat detect it from its name: the server refuses autopilot and shows the reason. The detection cannot be overridden by a declaration.

Handoff on money, in every mode

Payment, refund, disputed invoice, cancellation: the draft stops and a note explains the handoff. This reason does not depend on the inbox mode.

Invoices and orders read, never changed

The file summarised in the private note shows invoices, their due date, their status and pending orders. No write action is allowed in WHMCS.

An API role you control

You create in WHMCS a role limited to the ten read actions used, with dedicated credentials you can revoke at any time.

Frequently asked questions

Can we still turn on autopilot for the billing inbox?

No. The refusal comes from the server, not from a console setting. Your other inboxes can move to autopilot; this one stays in draft mode.

What does a draft about an invoice contain?

The number, due date, amount, currency and status read from WHMCS, and the payment procedure if it appears in an approved entry. Never a promise of a refund or a deadline.

Can the draft pick the wrong customer?

The customer is found from the contact’s e-mail address; with duplicates or no address, the draft is written without account data. The agent reviews before sending in every case.

Does banking data go through 0seat?

No. 0seat reads neither payment methods nor passwords in WHMCS; those fields are not kept by the code.

Your team stays in charge. 0seat does the groundwork.

Connect an inbox, approve the suggested knowledge base, and get your first prepared replies.