Default Schedule AutoPay Payment Process

General

A major function of LoanPro software is to make common company processes as streamlined and effective as possible, to save users on time and manpower. This article will cover how this is generally accomplished with the Schedule AutoPay Payment process.

Starting the Process

The Default Schedule AutoPay Payment Process is used to schedule a payment/payments to be processed in the future by using the AutoPal tool.

Enter the specific loan account where the AutoPay is to be scheduled and navigate to the 'Wizards' tab. Select the 'Category' drop-down and click 'Payment Processing'.

The account must be in an 'Open' status in order to access the wizard. Click  and  on the 'Schedule AutoPay Payment' wizard to begin the process. 

Follow the instructions provided to schedule an AutoPay payment. For more information regarding AutoPays, visit this page: AutoPay OverviewNote: If the company has a live PCI-Wallet account and the borrower's card information is correct, actual funds will be processed. Once the payment has been saved, click  to continue the process.

Choose an appropriate Action & Result, then document a note with any additional necessary information regarding the AutoPay payment. Save the information and click   to complete the wizard and the process.


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