Enroll a payer in Auto-Pay

Enroll payers in Auto-Pay to ensure charges are satisfied without the need to manually make payments.

There are two types of Auto-Pay plans: Auto-Pay based on payment plans and Auto-Pay based on incidentals

  • Auto-Pay based on payment plans covers all charges included within a designated payment plan.

  • Auto-Pay based on incidentals applies to charges that fall outside of any payment plan.

Auto-Pay based on payment plans requires payers to be on a payment plan for the current billing year to enroll; learn how to add a student to a payment plan. Additionally, split families can maintain independent Auto-Pay plans for their respective responsibilities:

  • Multiple active Auto-Pay plans are permitted per student per school year, provided all charges on the payment plan are assigned to specific responsible payers.

  • If all charges are set to "Any payer," or if there is a mixture of "Any payer" and specifically assigned charges, only one payer can enroll in Auto-Pay.

  • If an Auto-Pay plan already exists for the full payment plan amount, specific payer partial Auto-Pay plans cannot be created.

To get started, log into the application, search for a student using the People finder in the navigation, and identify Auto-Pay on the Billing profile.

  1. Under Auto-Pay, select Add Auto-Pay.

  2. Select the billing year that corresponds to the payment plan repayment dates.

  3. Enter the Statement recipient/payer that is responsible for satisfying each installment payment.

  4. Select the Payment method.

  5. Select the Card/Account details text field and enter the appropriate billing credentials.

  6. Select Enroll now.

  1. Under Auto-Pay, select Add Incidental Auto-Pay.

  2. Enter the statement recipient the payment is paid by, the payment method, and the details for the payment method.

  3. Select Enroll Now.

Auto-pay payments are scheduled for processing three days before the due date, and the Upcoming Auto-pay notification is sent at that time.

The actual payment begins processing one day before the due date.

For example, if the installment date is the 15th of the month:

  • The payment is scheduled and the Upcoming Auto-pay notification is sent on the 12th.

  • The payment begins processing on the 14th.

Provided below are actions you can take to affect Auto-Pay. Note that some actions can only be performed before a payment is scheduled:

Action Before Payment is Scheduled After Payment is Scheduled
Pause auto-pay
Update payment method (e.g., switch from direct debit to credit card)  
Update payment details (e.g., update bank or card info)
Make a manual payment to affect auto-pay amount  
Sign up for auto-pay