Use the Invoices page to check which enrollees have Auto-Pay turned on and which payment method they have on file — Credit Card or ACH. From there, you can jump straight into any account to switch Auto-Pay on, off, or between payment methods.
NOTE: Auto-Pay status is only visible for Enrollees on a Payment Plan. Free accounts, paid-in-full accounts, or accounts with no Payment Plan won't display Auto-Pay information.
Is Auto-Pay On or Off?
Navigate to the Invoices page. At the top, select which invoice view you want to work from: Current Invoices, Paid Invoices, or Future Invoices. Then follow these steps.
Step 1 - Find and Read the Auto-Pay Column
Look at the Auto-Pay column, the last column on the far right of the invoice list. It shows whether Auto-Pay is on or off for each enrollee, and if it's on, which payment method is on file — Credit Card or ACH (eCheck).
Tip: If you're working with a long list, use the date range filter on the left side of the page to narrow the invoices shown and make it easier to scan for specific enrollees or time periods.
Step 2 - Open the Account's Billing Page
To update Auto-Pay for a specific enrollee, click their Account Holder name in the invoice list. This takes you directly to that account's Billing page.
Step 3 - Turn Auto-Pay On or Off
On the Billing page, scroll to the Auto-Pay Settings panel on the right side. From here you can:
Switch Auto-Pay Off, or set it to eCheck (ACH) or Credit Card
Confirm a bank account or credit card is already on file before enabling Auto-Pay
Click Save to apply the change.
Troubleshooting
Auto-Pay won't turn on
Check whether a payment method is already on file for the enrollee. If there's no bank account or credit card on file, one must be added before Auto-Pay can be enabled — the toggle can't be turned on for an account with no payment method saved.
A payment method is on file, but Auto-Pay still isn't active
Make sure you clicked Save after selecting eCheck (ACH) or Credit Card in the Auto-Pay Settings panel. Selecting a payment method alone doesn't turn Auto-Pay on — the change only takes effect once Save is clicked.