The Automatic Payment Reports screen provides a centralized location to review and manage invoices paid through the AutoPay feature. This feature streamlines payment processing by automatically applying payments to invoices when a saved credit card in the parent or student wallet is set up for AutoPay.
1. In the Billing menu, click Automatic Payment Reports.
2. Select the applicable Fiscal Year from the pull-down.
3. Select the Only show transactions with errors check box to filter the report and display only transactions that encountered issues during processing. This helps you to quickly identify and address any payment errors.
4. Selec the Only show unreviewed transactions check box to filter the report and display only transactions that have not yet been marked as reviewed. This allows you to focus on payments that still require attention or confirmation.
5. Click Search.
The report displays the Transaction Status, Facility, Customer, Amount, Card, Card Expiration, Card Owner, Transaction Number, Merchant Account, Payment Gateway Reference Number, and Message.
6. Select the Reviewed check box to mark a transaction as reviewed, indicating that the payment has been accounted for and no further action is needed.
Changes save automatically.