The Invoices page lets you quickly see which enrollees have Auto-Pay enabled and what payment method is on file. From there, you can click directly into any account to turn Auto-Pay on or off.
NOTE: Auto-Pay status is only visible for enrollees on a Payment Plan. Accounts that are free, paid in full, or have no Payment Plan will not display Auto-Pay information.
Step 1 — Go to the Invoices Page
Navigate to the Invoices page. At the top, select which invoice view you want to work from: Current Invoices, Paid Invoices, or Future Invoices.
Step 2 - Set a Date Range
On the left side of the page, select a date range to filter the invoice list. Narrowing the date range helps you focus on a specific time period and makes it easier to spot Auto-Pay status for active enrollees.
Step 3 - Find the Auto-Pay Column
The Auto-Pay column is 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 — either Credit Card or ACH (eCheck).
Step 4 - Turn Auto-Pay On or Off
To change 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.
On the Billing page, scroll to the Auto-Pay Settings panel on the right side. Here you can:
Switch Auto-Pay Off, or set it to eCheck (ACH) or Credit Card
Confirm that a bank account or credit card is already on file before enabling Auto-Pay
Click Save to apply the change.
