Auto Pay Setup

Pathway: Accounts > Search > Accounts > AR History

The choice to enable auto-pay for an account's payment is associated with the account's payment method. Accounts opting for auto-pay can either have their payment processed at the same times as billing, or scheduled for a specific day of their preference.

Permissions

The following permissions are required to setup an account on auto-pay:

Add Account Payment Method Field Descriptions

Click the green + to open the Add Account Payment Methods tool or double click on an existing payment method to edit a current setup.
Select either 'Scheduled Day', or 'At Billing' from the Automated Payment field.
- If Scheduled Day is selected, enter the Day Of Month for payment to be processed.
Enter the AutoPay Amount to be processed by auto pay.
Click Save when finished.

Scheduled Auto Pay Time: Bill Group Setup

Pathway: Setup > Accounting > Bill Group

Within a Bill Group's setup, the Scheduled Auto Pay Time field establishes the auto pay processing time for scheduled day auto pays.

Permission ID	Permission Name
5	View Account
6	View Site
41	View AR History

Field	Description
Automated Payment	The options for automated payment processing when adding/editing a payment method for the account include: No - Select if the account should not follow auto pay setup. At Billing - Select if payment should be auto processed when the account is billed. Scheduled Day - Select to set a scheduled day each month for an account to be billed on.
Day Of Month	The specific day payment will be automatically processed for the account. Only displays when Automated Payment is set to 'Scheduled Day'.
AutoPay Amount	Indicates the payment amount that auto pay will process.
Active	Indicates if the auto pay payment method is active for the account. To prevent auto pay processing, the autopay payment method can be deactivated if needed. However, when reactivated, it will collect the full balance due the next time auto pay is processed.
Description	Option to include an internal description for the payment method.