Providers can choose to make autopay mandatory or optional for families. With autopay enabled, payments are automatically charged to the selected payment method on the invoice due date, helping ensure you get paid on time, every time.
You can require autopay for specific payers on a case-by-case basis, or choose to enable or disable mandatory Autopay for your entire program.
Turn ON mandatory autopay
Require autopay for all
Log in on the web
Click Billing from the sidebar > Billing Settings tab
In the 'Autopay settings' tile, turn ON the setting 'Make autopay required at your school'
Require autopay for an individual payer
You can customize autopay settings for specific payers. If autopay is not required for all families, you can make it mandatory for select payers. This can be especially helpful for families who tend to make late payments.
Log in on the web
Click Billing from the sidebar > Billing Settings tab
Under 'Autopay settings,' click Manage next to the 'Customize individual payer autopay settings'
Turn on autopay for the desired students
When finished, click Save
Turn OFF mandatory autopay
You can disable mandatory autopay for your entire program or for specific payers. When turned off, families are no longer required to enroll in autopay, but they can still choose to use autopay.
Why turn off mandatory autopay
A payer has a consistent record of on-time payments and requests to opt out
A payer needs to remove a saved payment method (autopay must be disabled first, and there can’t be any open invoices before they remove the method)
💡 What happens when you turn off mandatory autopay? Turning it off does not unenroll families who are already signed up. It only removes the requirement. Payers can manage or turn off autopay in their own account.
Turn off for entire program
If you’d like to make autopay optional for all families in your program:
Log in on the web
Click Billing in the sidebar menu > Billing Settings tab
Turn OFF the 'Make autopay required at your school' setting
Turn off for an individual payer
To make autopay optional for a specific family or payer:
Log in on the web
Click Billing in the sidebar menu > Billing Settings tab
In the Autopay tile, click Manage next to the 'Customize individual payer autopay" settings
Turn off autopay for the individual payer
When finished, click Save
FAQs
How can a payer remove a payment method with autopay enabled?
How can a payer remove a payment method with autopay enabled?
If a payer is having trouble removing a payment method, it is usually for one of two reasons. They may have unpaid invoices, or autopay is mandatory for their account. Both situations require that a payment method remain on file. In this case, the payer has a few options:
Add a new payment method. Once a new method is added, the payer can remove the old payment method that is enrolled in autopay.
Temporarily turn off mandatory autopay for that individual. This allows the payer to remove their current payment method. After they have done so, you can turn mandatory autopay back on at any time.
If autopay is not mandatory for your program, the parent may have chosen to enroll in it on their own. This enrollment can prevent them from removing their payment method. In this case, ask the parent to first turn off autopay for that payment method in their account before attempting to remove it.