When an Enrollee has auto-pay turned on, Enrollsy will automatically collect payment for an invoice on its scheduled due date.
Additionally, auto-pay also influences the generation of invoices, ensuring they are created and processed according to the payment plan's schedule.
When auto-pay is turned off, invoices for the payment plan will not be automatically generated. If auto-pay remains disabled for an extended period, invoices for the missed periods will not be created retroactively. In such cases, you will need to manually create invoices for any periods where the due dates have already passed.
Most invoices come from Payment Plans, however invoices can also be posted on a one-off basis by Admins.
The status of auto-pay directly determines whether invoices are generated automatically or require manual intervention.
For each Payment Plan, you will configure if and when an invoice reminder should be sent out by Enrollsy. Keep in mind that an invoice becomes "Current" as soon as an Invoice reminder is sent out. Auto-Pay runs on the due date, regardless of when the invoice becomes "Current".
If auto-pay is re-enabled after the due date has passed, the invoice will not be generated automatically, and manual creation will be necessary.
Auto-Pay runs twice daily for customers who have a valid payment method on file and auto-pay enabled within their Account. It will run once in the morning of the due date (5:45 am PT/8:45 am ET), and then again in the evening for failed credit card payments (8:45 pm PT/11:45 pm ET).
If you don’t want autopay to affect an invoice, then you will need to either turn autopay off on that customer's account or set the due date of the invoice in the future. For Invoices older than a day old, an Admin user will either have to change teh invoice date, or post payment (or the Customer will need to make a payment through the Customer portal).
If auto-pay is disabled or re-enabled after a due date has passed, you can manually create invoices to ensure payments are processed correctly.
NOTE: Auto-pay will only run on balances of 50¢ or more. It will ignore any balances of less than 50¢.
Admins have the option to receive an Auto-Pay summary outlining which payments were processed successfully and which were rejected. You can turn this setting for specific Admins by following these steps:
Select the person icon at the top right-hand side of the Admin Portal and select "My Company"
Click on the "Users" tab at the top of the screen, and then select "Admin"
Select the pencil icon next to the correct Admin
Scroll down to the very bottom of the settings window and turn the "Receive Failed Customer Payment Emails" setting on.