Schedule automatic ePayment processing

Objective

Create a scheduled task to process eligible ePayments automatically at a selected date, time, and frequency.

Solution

Use Process Later from Transactions > Process ePayments to select the eligible ePayments and schedule when the task starts and how often it runs. This task processes ePayments; it does not post tuition or other charges to family accounts.

Go to Transactions > Process ePayments.
Select Process Later.
Enter the Schedule Start date and time. This determines the first time the task will run.
Select the appropriate Payment Settings, Family Criteria, and Transaction Criteria.
Select Preview ePayments to review the ePayments included in the task.
Select Process Later to open the task scheduler.
Enter a task Name, select the Recurrence, choose when the schedule Ends On (Never, On a selected date, or After a specified number of occurrences), and then select Next.
Choose whether to receive an email reminder, and then select Save.
Review the task details in the confirmation window, and then select Close.

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