Introduction to AutoPay and Payer Enrollment
This feature allows you to offer your payers the convenience of automatic bill payments, ensuring your future invoices are settled effortlessly and on time. This feature is available to all accounts equipped with an active Management System Integration. How AutoPay Works Once AutoPay is enabled, the system continuously monitors your integrated platf...
Managing AutoPay: Permissions, Updates, & Restarts
Your dashboard gives your team complete visibility and control over all active automated billing schedules. To safeguard sensitive payment workflows, specific roles and functions are managed through explicit user permissions. AutoPay Tab in the Dashboard Navigating the Dashboard: Inside your main portal, the AutoPay Tab exclusively displays your ...
AutoPay Reporting: Summary Exports & Run Histories
Gain complete visibility into your automated payment ecosystem using built-in, audit-ready data reports. These data modules allow your financial teams to seamlessly track enrollment lists, analyze customer lifecycles, and diagnose payment errors in real-time. Data Security and Privacy Notice In strict accordance with global compliance standards rega...
Advanced Invoice Settings: Past Due Invoices & Hiding Credits
Customize how your automated billing infrastructure interacts with outstanding ledger items and account credits. These account-level configurations are found within your Invoice Integrations settings. If you want to change these configurations, please contact your Account Manager or our Support team. AutoPay Past Due Invoices By default, AutoPay a...
AutoPay Frequently Asked Questions & Troubleshooting
Find quick solutions to common inquiries regarding daily processing times, advance notification compliance, duplicate payment protections, and handling transaction declines. What exact time does AutoPay execute each day? The core automated billing engine begins processing daily transactions across our entire client base at 7:00 AM CST . Depending o...
How to Cancel an AutoPay Cycle
AutoPay cycles can be canceled by the agency or the payer. Payer Instructions For a payer to cancel AutoPay, they can: Visit the agency's payment page Click "Sign In" Enter their login credentials Once logged in, the payment page will return the payer to the "Make a Payment" screen Select "Scheduled Payments" The payer's AutoPay cycles will be d...