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How to View Who Is or Isn't on Auto-Pay
How to View Who Is or Isn't on Auto-Pay

Viewing customers on Auto-Pay in four easy steps

Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

If you have Payment Plans as part of your billing, follow the steps below:

Step 1 - Invoice

Go to the Invoices page. Choose one of the Invoice selections (Current/Partial Paid/Paid/Future Invoices).

Step 2 - Change Dates

Select a date range (left side).

Step 3 - Auto-Pay Column

The Auto-Pay is in the far right column. This shows whose Auto-Pay is off or on. It will show if they have a credit card or ACH set up if it's on.

auto-pay column on invoices page in Enrollsy
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