Edit Auto-Pay Settings

General payment settings, such as the payment configuration, accepted payment methods, and convenience fees, are editable. Additionally, the custom messaging for upcoming payment notifications can be modified.

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

To get started, in Billing management, hover over Billing in the navigation and select Settings. Then select Auto-Pay from the in-page navigation.

  1. Under Auto-Pay, select either Payment plans or Incidentals.

  2. Select Edit settings.

  3. Change any of the available settings.

  4. Select Save.

Changes take effect immediately. Note that disabling an existing payment method (e.g., credit card payments) will prevent payers from seeing that option during enrollment. However, payers who were previously enrolled will retain access to the disabled payment method, which remains active.

Schools trialing Auto-Pay have the flexibility to restrict payer enrollment through the Payer portal. In such cases, billing clerks enroll payers in Auto-Pay on a case-by-case basis.

To manage Auto-Pay payer self-enrollment:

  1. Under Auto-Pay, select either Payment plans or Incidentals, then 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 for payment plans or Allow payers to self-enroll in Auto-Pay for incidental charges for incidentals.

  3. To allow payers to enroll in Auto-Pay in the payer portal, mark the same option.

  4. Select Save.

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