Create a scheduled task to automate ePayments

Issue/Question


How do I automate tuition payments?

Resolution


To begin automating ePayments, create a scheduled task that determines when payments will be processed. 

  1. Navigate to Transactions > Process ePayments
  2. Select Process Later and enter the Schedule Start date and time for the task
  3. Choose your appropriate Payment Settings, Family Criteria, and Transaction Criteria
  4. Select Preview ePayments to view a preview of the ePayment details
  5. Select Process Later to open the task scheduler
  6. Complete the scheduling details for the task and click Next
  7. Select your preference for the optional email reminder and click Save to confirm
  8. A confirmation window advises that your task has been created and displays the details. Click Close

⚙️ User Permissions may limit access to this feature or functionality.

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