Turn a payer's Autopay on or off for them
- Finance
- Director
- Admin
- Phone
- Desktop
- Draft
Staff can set Autopay for a parent using a card or bank account the parent already saved.
Steps
- Open My School, tap the child, and tap Tuition. The Manage Payers line says "Autopay is enabled." or "Autopay is disabled."
- Tap Manage Payers. Each billing parent shows Autopay enabled or Autopay disabled.
Screenshot coming soon
Manage Payers with each parent's Autopay status - Tap the parent.
- On Select Payment Method, tap the card or bank account and tap Save. To stop Autopay, tap Disable Autopay.
Tips
- Only approved connected users with the Billing permission are listed. With none, you'll see "No billing contacts yet" and Add Guardian.
- Staff can disable Autopay even when the school has Autopay Lock on.
Troubleshooting
- The bank account can't be selected. The payer's ACH is locked. See Unlock ACH for a family.