AutoPay is set up by Program. If there are contracts for more than one Program, there can be more than one autopay set up for the 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 autopay online (to avoid potential disputed transactions).
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.