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.
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Select Configure payment settings under Auto-Pay.
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Select an available payment processor.
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Choose whether to accept Credit cards, ACH payments (i.e., electronic check, direct debit), or both.
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If accepting credit cards, determine whether a credit card payment Convenience fee is appended to the charge.
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Choose if the Convenience fee is posted to the general ledger.
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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:
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The Auto-Pay notifications cannot be disabled once Auto-Pay is active.
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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.