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Manage program autopay settings (for providers)

[For Admins + Billing Only Roles] Learn how to turn on and off autopay.

Audrey avatar
Written by Audrey
Updated today

We highly recommend providers turn on mandatory autopay for all families to ensure you get paid on time, every time. This automatically deducts payments from their payment method on the invoice due date.

You can also require autopay or disable it for individual payers on a case-by-case basis, or turn off autopay completely for your entire program.


Turn ON mandatory autopay

For the entire program

  1. Log in on the web

  2. Click Billing from the sidebar > Billing Settings tab

  3. In the 'Autopay settings' tile, turn ON the setting 'Make autopay required at your school'

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.

  1. Log in on the web

  2. Click Billing from the sidebar > Billing Settings tab

  3. Under 'Autopay settings,' click Manage next to the 'Customize individual payer autopay settings'

  4. Turn on autopay for the desired students

  5. When finished, click Save


Turn OFF mandatory autopay

You can disable mandatory Autopay for your entire program or for individual payers. When autopay is turned off, payers can choose whether to stay enrolled or remove their saved payment methods. Share the article Manage your autopay settings (for payers) with payers for steps.

You may want to turn off autopay for specific payers if:

  • They have a consistent record of on-time payments and requested to opt out

  • A payer can’t remove a payment method because autopay is active. Disabling it allows the removal of payment methods, as long as no open invoices exist.

For the entire program

If you’d like to make autopay optional for all families in your program:

  1. Log in on the web

  2. Click Billing in the sidebar menu > Billing Settings tab

  3. Turn OFF the 'Make autopay required at your school' setting

For an individual payer

To make autopay optional for a specific family or payer:

  1. Log in on the web

  2. Click Billing in the sidebar menu > Billing Settings tab

  3. In the Autopay tile, click Manage next to the 'Customize individual payer autopay" settings

  4. Turn off autopay for the individual payer

  5. When finished, click Save


FAQs

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.

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