There are two places to edit Auto-Pay:
On the company level
On the individual level
Company-Wide Level
To adjust the company-wide Auto-Pay settings, head to the My Company page and click on "Payment Settings" on the left side. You can choose one of three possible Auto-Pay settings:
Opt-In/Opt-Out
Choose this option to allow your Customers to opt in or opt out of Auto-Pay at enrollment. Customers can also turn on or off Auto-Pay in their Enrollsy account.
Click Save Settings to save the changes made.
Force Auto-Pay
Choose this option to force Auto-Pay at enrollment. Customers will not have the option to opt out when they enroll. Customers cannot turn off Auto-Pay when logging into their Enrollsy Account, but they can delete their payment methods.
Click Save Settings to save the changes made.
How Force Auto-Pay Looks on the Enroll Form
A notice, like the one below, will appear on the Enroll Form requiring a payment method and notifying Customers of the required Auto-Pay.
The notice also shows up in the Customer Portal. When an Account Holder clicks on "Payments" in the menu and then "Edit," this is what will pop up under "Edit Payment Method."
DISCLAIMER & IMPORTANT NOTICE
DISCLAIMER & IMPORTANT NOTICE
Because we allow Customers to maintain their payment methods, we cannot force them to keep a payment method on file or remain on Auto-Pay. Here is how Customers can delete payment methods:
Select the trashcan icon beside the payment method
Click "Clear account on file."
If this is done for all payment methods, Auto-Pay will be turned off.
Admins can access a Report to see who is NOT on Auto-Pay. It is best to do this periodically to ensure everyone is still on Auto-Pay.
Hide Auto-Pay
Choose this option to hide Auto-Pay at enrollment. Customers will not be able to opt in or opt out of Auto-Pay at enrollment. Nor can they turn on or off Auto-Pay in their account in the Customer Portal. An Admin User will then have to set up Auto-Pay for all Customers post-enrollment.
Click Save Settings to save the changes made.
Turn On/Off Auto-Pay
If the enrollment process is complete, the only way to disable auto-pay for the entire company is by archiving the Enrollment Period. Customers still be able to save/print receipts as needed.
Individual Account Level
To edit Auto-Pay on an individual Account, follow these steps.
Step 1 - Search for Customer
Search for the Customer's name in the search bar.
Step 2 - Billing Page
Click on the Customer's Billing page.
Step 3 - Turn On/Off Auto-Pay
Under Auto-Pay Settings, you can turn Auto-Pay on or off:
To turn Auto-Pay off, click the "Off" option
To turn Auto-Pay on, select one of the Payment Methods that are on file
Step 4 - Save!
Be sure to click "Save" to save the changes!