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.
The main page of the AutoPay Manager shows a list of AutoPays for your company. Above the list are the Summary totals, which displays:
- the total number of AutoPays
- the total amount
- the average amount.
If you click on the two icons in the upper left corner of the list, you'll find that the book icon pulls up a list of reports, while the icon of the three vertical bars gives you the option to show and hide columns.
The search options are found on the left side of the screen. At the top, you will find a search bar that gives you the option to search by a keyword.
The blue arrow directly to the right of the search bar allows you to save a search or edit previously saved searches. To the right of that, the red 'x' and arrow clear the search filters and reset to defaults respectively.
There are two different filters you can use to search and filter your AutoPay list:
- The AutoPay Options
- The Advanced Option Search
AutoPay Options Search
The AutoPay Options are based on the AutoPays themselves and let you filter by Status, Settings, and Activity.
The Status option of the automatic payment options include:
This option is the default. This option will include all AutoPay types
Payments that were cancelled by an agent user.
Payments that ran successfully.
The system attempted to run the payments but was unsuccessful for some reason.
Payments that the system will attempt to process in the future.
The Settings option of the automatic payment options include:
The type of the AutoPay (this is selected when the AutoPay is created). The options are: Recurring Payment, Recurring Match Schedule, and Single Payment.
The type of payment profile that will be used to process the payment. Options include: Debit, E-Check, and EFT.
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.
Under 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.
Advanced Options Search
The Advanced Options Search filters based on the loan and AutoPay is attached to rather than the AutoPay itself. Take a look at our article, Advanced Option Search, in order to learn how it works.
AutoPay List Options
The purpose of this feature requires some explanation about how AutoPays work in LMS. When an AutoPay is scheduled in LMS, 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.
Each individual AutoPay listing gives a number of actions depending on the status. These actions are:
This option will show you the AutoPay history.
This will delete the AutoPay.
This will attempt to process the AutoPay.
This will change the status of the failed AutoPay to pending and give you some options to get the AutoPay started again.
What options are available will depend on the status of the Autopay. The following sections will explain in detail what each option does and when it is available.
The history is the only option available for Autopays in any status. You are able to see the AutoPay history by clicking on the blue icon to the right of the screen.
The AutoPay history will include things such as:
The date and time when you created the AutoPay.
The user/agent who scheduled the AutoPay.
The IP address of the AutoPay.
It also includes information such as: name of the AutoPay, Apply Date, Process Date, Time, Amount, Convenience Fee, and Amount Type.
The cancel option is only available if the AutoPay's status is 'pending' or 'failed.'
Like the cancel button, the process button will only show up if the AutoPay is in 'pending' or 'failed' status. The process button allows you to retry processing an AutoPay.
This button will only ever appear as an option if the AutoPay has failed.
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 the "Renew AutoPay" button.