Set up Auto-Pay

Schools that accept online payments can enroll payers in Auto-Pay, offering a convenient automatic payment method that helps reduce the likelihood of late payments.

There are two types of Auto-Pay plans: Auto-Pay based on payment plans and Auto-Pay based on incidentals

Auto-Pay based on payment plans covers all charges included within a designated payment plan.
Auto-Pay based on incidentals applies to charges that fall outside of any payment plan.

Incidental Auto-Pay is currently available only as a limited release through the Early Adopter Program (EAP).

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. Configure payment settings

Select Configure payment settings under Auto-Pay.
Select an available payment processor.
Choose whether to accept Credit cards, ACH payments (i.e., electronic check, direct debit), or both.
If accepting credit cards, determine whether a credit card payment Convenience fee is appended to the charge.
Choose if the Convenience fee is posted to the general ledger.
Click Save.

2. Set up notifications

Auto-Pay requires two notifications to be sent to payers: a notification issued either two days for US schools or ten days for CAD 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.