Processing Auto Pay During Billing

Pathway: Accounting > Billing

This article details processing auto pay payments using the the Billing tool.

Open

Billing - Process Auto Pay

Post

1. Right-click within the row of the Bill Group.

2. Select Post from the drop down menu that displays. Select ‘Yes’ when the Confirmation popup displays.

3. Confirm ‘Posted’ is displaying in the Status column for the Bill Group.

Process Auto Pay

1. Right-click within the row of the Bill Group.

2. Select Process Auto Pay from the drop down menu that displays.

   • Select Process Auto Pay Now from the Start Auto Pay popup window and the system will begin processing payments.

   • Select Process Auto Pay On a Specific Date and enter a future date for auto pay processing to occur.

3. Click Start.