View and edit Auto-Pay

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

Note: Auto-Pay is currently in an Early Adopter Program (EAP) for participating Higher education schools in the United States; features may change at any point during this development period.

Activity includes all actions or status changes from when a payer was first enrolled in Auto-Pay until it is terminated or completed.

Actions committed by both payers and Billing clerks are logged under Activity.

Entries logged under Activity include:

  • Actions taken

    • Enrolled in Auto-Pay

    • Updated payment method

    • Put Auto-Pay on Hold

    • Resumed Auto-Pay from 'Hold' state

      • Only payers can resume Auto-Pay once suspended

    • Deactivated Auto-Pay

      • Only Billing clerks can deactivate Auto-Pay

  • Payment processing

    • A payment successfully processed

    • A payment failed to process

    • Final payment has processed

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, search for a payer using the People finder, select For payment plan charges beside a billing year under Auto-Pay, and review the contents under Schedule.

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

  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 the Current bill to resume automatic withdrawal of payments.

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

  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 now sees a status of Terminated on the Current bill under Auto-Pay and cannot re-enroll.

A view of how termination appears to the payer on the Current bill
A view of how terminating Auto-Pay appears to the payer on the Current bill.

The Activity tile updates to indicate the action to terminate and the user who initiated the action.