OVERVIEW
Customers have the ability to enable and setup automatic payments within their self-service portal account.
2 Options for Autopay:
Due Dates: Invoices due or coming due in the next 7 days will be populated in the Scheduled Payments view for processing on due date of the invoice(s).
Day of Every Month: All outstanding invoices will be populated in the Scheduled Payments view for processing on given day of the month.
Customer can turn on the automatic payments option, then setup and manage the automation payments within the portal.
PREREQUISITES
Account must be enabled for Automatic Payments, new menu will appear (Inquiries > By User > Scheduled Payments)
Account must be enabled to use SARA Portal
Online merchant account must be setup and enabled (Solupay, APS, Paya or Affinipay)
Scheduled Payment Options: Disabled, Enabled - Approval Required, Enabled - No approval Required
Customer must be setup to allow online payments (Customer info drop down, credit tab, or Admin > Master File > Customer > Bulk Update)
Reach out to our support team by either emailing atcsupport@sage.com or by the chat in the bottom-right-hand corner of the software to discuss the requirements and setup for this.
HOW IT WORKS (FOR THE CUSTOMER)
In the SARA Portal:
Customers will see and click on "Automatic payments are off"
Prompt will appear to "Manage automatic payments"
Switch the "Automatic Payments" option to on (screenshot below)
Click on drop down on "Pay from" to "Add a new payment method"
Merchant window will open to enter payment method, confirming accuracy and saving payment method
Redirect back to "Manage automatic payments" to select default payment method
Select an auto pay option, due dates or day of every month
Select option(s) for notification method
Click Save
"Automatic payments are on" will display, which can be selected and updated as needed
HOW IT WORKS (FOR THE COLLECTOR)
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Each time the sync runs, the scheduled payments will be updated to include:
Due Dates: invoices coming due (Due Date Days between 0 and -7) for customers with autopay enabled. (Inquiries > By User > Scheduled Payments)
Day of Every Month: all outstanding invoices will be populated in the schedule payments for customer with autopay enabled
Payments will only be processed on the due date or specific day of month
Select 'Include Past Due Payments' option to display all invoices, including past due, with all options available
APPROVE - Approves the auto payment and allows it to process on the due date.
APPROVE AND PROCESS - Approves the auto payment and immediately processes the payment for all invoices due (due date days = 0).
DECLINE - Denies the auto payment request. Causes the auto payment to not process on the requested due date.
CANCEL - Cancels an approved auto payment. The transaction will not process on the due date.
AUTO-PAYMENT SCHEDULE - Setup a schedule for processing payments for approved invoices on the due dates
NOTE
All records require approval before prior to the invoices going past the due date (Due Date Days > 0).
Recommendation - Setup an advanced alert for all open scheduled payments awaiting approval.
The due date and installment amount due are also supported with autopay and scheduled payments.
Invoices that have been scheduled to pay from autopay setup cannot be cancelled by user on Self-Service. Autopay feature should be disabled for any future payments.