Please note that the auto-payment will be processed for the transactions on the Due Date of the invoice which can be viewed from the Fee Management > Invoices screen. The Due Date for invoices is provided by the school administrator in Settings > General Settings > Due Date field.
To Set-up Auto fee payment two options are available, admin/user will follow the steps mentioned below:
Go to Fee Management > Fee by Parent
Click on three dotted icon, and select Edit Payment Method.
NOTE: If the parents no longer wants to pay for the invoices automatically they can simply un check this check box (Automatically pay invoices(s) on their due dates.
Go to Fee Management > Invoices.
Click on three dotted icon, then click on $ Make Payment to pay for an open invoice.
Enter the (Amount Paying) in the invoice.
Click 'Save and Proceed Payment'.
Provide details of your Payment Method (CC or e-Check).
Check Default Payment Method checkbox.
Check "Activate Auto Payment" checkbox.
Click on Pay Now to proceed.
How to setup auto- payment for multiple/all parents:
To activate auto payment for multiple/all parents please follow the steps mentioned in the below screenshot:
Fees by Parent
Select multiple or all parents as per your requirements
Click on 'Activate Auto Payment'
Once user clicks on 'Active Auto Payment' system will ask for confirmation:
Now to 'Edit Payment Method' admin can add echeck/credit card information as per the parent accordingly.
Checkmark the checkbox to activate the auto payment
Select Payment method as echeck/ACH.
If Check scanner is attached with PC/Laptop then Click Scan Check and scan check from the attached scanner.
If no scanner available enter check deatils manually in Payment Details section.
Enter Memo & Enter Check no. in Reference field.