Edit Auto-Pay settings

The general payment settings, including the payment processor, accepted payment methods, a credit card convenience fee, and the GL distribution, are editable. Additionally, the custom messaging for the upcoming payment notification can be changed.

Note: Once enabled, Auto-Pay cannot be disabled.

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.

To get started, navigate to Billing > Settings > Online payments > Auto-Pay.

  1. Under Auto-Pay, select Edit settings.

  2. Change any of the available settings.

  3. Select Save.

Changes are then immediately available. Note that disabling an existing payment method (e.g., disabling credit card payments) means that payers will not see the corresponding payment method when enrolling. However, those previously enrolled will still have the disabled payment method available and active.

Schools trialing Auto-Pay have the flexibility to prevent payers from enrolling in Auto-Pay through the Payer portal. Billing clerks then would enroll payers in Auto-Pay on a case-by-case basis.

To manage Auto-Pay payer self-enrollment:

  1. Under Auto-Pay, select Edit settings.

  2. To prohibit payers from enrolling in Auto-Pay in the Payer portal, unmark Allow payers to self-enroll in auto-pay.

  3. To allow payers to enroll in Auto-Pay in the payer portal, mark Allow payers to self-enroll in auto-pay.

  4. Select Save.

To edit the custom messaging tied to the Auto-Pay notification, click here.