View and edit Auto-Pay

You can view all Auto-Pay activity to identify payment processing issues and other related actions. Billing clerks can edit Auto-Pay status by placing payments on hold, terminating Auto-Pay outright, or editing the active payment method for payment withdrawal on behalf of the payer.

View Auto-Pay Activity

The Activity log includes all actions or status changes from when a payer is first enrolled in Auto-Pay until it is terminated or completed. Actions committed by both payers and Billing clerks are logged here.

Entries logged under Activity include:

• Actions taken: Enrolling in Auto-Pay, updating payment methods, putting Auto-Pay on hold, resuming Auto-Pay from a hold state (only payers can resume once suspended), and deactivating Auto-Pay (only Billing clerks can deactivate).

• Payment processing: Successful payment processing, failed payment processing, and final payment processing.

View previous or upcoming installments

The Schedule shows the installment dates and charges due associated with a payment plan and lists the status (e.g., Missed, Scheduled, Success), due date, and the amount expected.

To view previous or upcoming payment installments:

1. Search for a payer using the People finder.

2. Under Auto-Pay, select For payment plan charges beside a billing year.

3. Review the contents under Schedule.

Put Auto-Pay on Hold

You can suspend Auto-Pay payments to prevent automatic withdrawals using the payer's payment method. Once on hold, only the payer can resume Auto-Pay.

To put a payment plan on hold:

1. Under Auto-Pay, select For payment plan charges beside the appropriate billing year.

2. Select Edit status, and then select On Hold.

3. Select Yes to confirm.

Auto-Pay payments are then suspended. Payers must re-enroll from their Current bill to resume automatic withdrawal of payments.

Terminate Auto-Pay

You can terminate Auto-Pay payments to stop automatic payment withdrawals and prevent payers from re-enrolling in Auto-Pay.

To terminate a payment plan:

1. Under Auto-Pay, select For payment plan charges beside the appropriate billing year.

2. Select Edit status, and then select Terminate.

3. Select Yes to confirm.

The payer sees a status of Terminated on their Current bill under Auto-Pay and cannot re-enroll. The Activity tile updates to indicate the action to terminate and the user who initiated the action.