AutoPay for Child Care is set up by Program. If there are contracts for more than one Program on the same account, there can be more than one autopay set up for that account.
AutoPay can be set up by account owners on the Public side under the Saved Payment Methods section. Autopay can also be set up from the Administrative side of the system. For security, it is best for the payer to update their saved payment method and autopay online (i.e. to avoid potentially disputed transactions). The Account show page as well as the History section of the Child Care Account displays when autopay was set up or changed and by who.
Staff can also view the autopay under the person's profile (Contacts > People) by selecting the tab Saved ACH/CC. They can also view a column Auto Debit that can be added to the Accounts list view (Child Care >Accounts).
If there is already an autopay set up on an account and staff needs to change the autopay information, you must first remove the current autopay using the red Remove icon next to the current autopay.
If you are splitting an autopay between 2 payers, you will need to create two new autopay records. Select here for more information on setting up a split autopay.
To add an AutoPay to a Child Care Account from the Admin side, follow the steps below:
- Point to Child Care.
- Select Accounts.
- Search for and select the desired Account
- Select Show Account
- Select Add AutoPay
- Complete the Add Auto Payment Method Information form.
- Select Add Auto Payment Method.
If an account is not set up with autopay, this message will appear at the bottom of the invoice online.