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