Pathway: Accounting > Billing
This article details processing auto pay payments for a future date using the Billing tool. Scheduled auto pays display in Accounting > AR Payment Batch for future processing.
Batch must be posted BEFORE Process Auto Pay can be run.
Permissions
Review the following permissions related to running future dated auto pay:
| Permission ID | Permission Name |
| 109 | View Billing |
| 110 | Add Billing Batch (Needed if the batch hasn't been created for auto pay to be run) |
| 111 | Post Billing Batch (Needed if the user will need to post a batch before running auto pay) |
| 356 | Process Auto Apply |
Post the Batch
Additional information about posting a billing batch can be found here: Process and Post a Billing Batch
- Right-click within the row of the Bill Group you would like to post.
- Select Post from the drop down menu that displays. Select 'Yes' when the Confirmation popup displays.
- Confirm 'Posted' is displaying in the Status column for the Bill Group.
Process Auto Pay
After the batch has been posted, review the Auto Pay Enrolled column to identify if it includes auto pay enrolled accounts. If so, follow the steps outlined below to process auto pay on a future date.
- Right-click within the row of the Bill Group.
- Select Process Auto Pay from the drop down menu that displays.
- Select Process Auto Pay On a Specific Date and enter a future date for auto pay processing to occur.
- Click Start.