AutoPay Manager

General

The AutoPay Manager lets you view all of your  automatic payments in one place. You have options to filter the list, and you also have options for each individual AutoPay. You can find the AutoPay Manager, inside your account, by navigating to Tools > AutoPay Manager.

Features

The main page of the AutoPay Manager shows a list of AutoPays for your company.

You can search and filter this list using the AutoPay Options and the  advanced option search on the left of the screen. The AutoPay Options let you filter by:

  • Status – The status of the automatic payment. Options include:
    • Any – This option is the default. This option will include all AutoPay types.
    • Cancelled – Payments that were cancelled by an  agent user.
    • Completed – Payments that ran successfully.
    • Failed – The system attempted to run the payments but was unsuccessful for some reason.
    • Pending – Payments that the system will attempt to process in the future.
  • Settings – The settings of the automatic payment. Options include:
    • AutoPay Type – The type of the AutoPay (this is selected when the AutoPay is created). The options are: Recurring Payment, Recurring Match Schedule, and Single Payment.
    • Payment Profile – The type of payment profile that will be used to process the payment. Options include: Debit, E-Check, and EFT.
    • Recurring Frequency – The frequency with which each successive automatic payment in the series will be processed. Options include: Annually, Semi-Annually, Monthly, Semi-Monthly, Weekly, Bi-Weekly, Quarterly, Single, and Custom.
  • Activity – A date range can be defined for the process date of automatic payments. By default, the date range will be the current date. Payments that the system processed or attempted to processes in the defined date range will show in the search results. Please note you can set open ended searches through these options. For example, if you neglect to put a date in the “From” field, and place the current date in the “To” field, all AutoPays scheduled prior to the current date will generate as search results. You could also place a date in the “From” field and leave the “To” field blank, returning all AutoPays scheduled subsequent to the date entered in the “From” field.

Each individual AutoPay listing gives four options, and failed AutoPays give a fifth. These options are:

AutoPay History – 

This shows you history information for the AutoPay. This history may be extensive depending on how many payments have been processed for the AutoPay.

Delete – 

This will delete the AutoPay.

Process – 

This will attempt to process the AutoPay. Note: If you process AutoPays manually (either in the UI or through the API endpoint) the retry will not work.

Renew – 

This will change the status of the failed AutoPay to pending and give you some options to get the AutoPay started again.

The purpose of this feature requires some explanation about how AutoPays work in LoanPro. When an AutoPay is scheduled in LoanPro, the system actually only schedules the first payment in the series. If that payment gets processed without any errors, the next payment will then be scheduled. If a payment fails, the AutoPay will have a failed status and LoanPro will stop trying to process any future payments. Since eCheck and EFT payments are almost always accepted by the bank, it will almost always happen that AutoPays will be moved to completed status. This is why you can define actions for specific  NACHA return statuses.

Since one failed payment in the series of payments for a single AutoPay will bring the entire series to a halt, the renew feature makes it easy to tell the system to start trying future payments for the AutoPay. You will need to enter a date when the next payment in the AutoPay will apply in the New Apply Date field, and the date when the next payment should process in the New Process Date field. Once you’ve done that, click  .


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