Set up Auto-Pay

Schools accepting online payments are able to enroll payers in Auto-Pay to provide an automatic payment method for payers and reduce the likelihood of late payments.

Auto-Pay requires that payers be enrolled in a payment plan; the payment plan installment dates are used to schedule automatic withdrawal using the available payment methods.

Once set up, payers can enroll in Auto-Pay from their current bill or payment plan page and Billing clerks can administrate Auto-Pay from users' billing profile.

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 with Auto-Pay, log into Billing management, hover over Billing in the navigation and select Settings. Finally select Auto-Pay from the in-page navigation.

  1. Select Configure payment settings under Auto-Pay.

  2. Select an available payment processor.

  3. Choose whether to accept Credit cards, ACH payments (i.e., electronic check, direct debit), or both.

  4. If accepting credit cards, determine whether a credit card payment Convenience fee is appended to the charge.

  5. Choose if the Convenience fee is posted to the general ledger.

  6. Click Save.

Auto-Pay requires two notifications to be sent to payers: a notification issued two days for US schools before the payment due date, and a confirmation notification sent when the payer is enrolled in Auto-Pay. The process to set-up the email or text alert is identical to other notifications, with two distinctions:

  • The Auto-Pay notifications cannot be disabled once Auto-Pay is active.

  • Only one notification can be created for each Auto-Pay notification type.

Select Set up notifications to customize the upcoming payment and enrollment confirmation notifications.

Read more about creating notifications.

Tip: It is recommended that you include the instructions for putting Auto-Pay on hold in the email to payers.

Once the payment settings and notification are configured, select Enable Auto Pay, followed by Yes, to allow payers to enroll to Auto-Pay.

Payers enroll in Auto-Pay via the Current bill page. Payers do not see the Auto-Pay section on the Current bill until Auto-Pay is enabled in the system settings.