Overview
Payment Accounts are necessary to have a successful AutoPay Batch. Payment Accounts are associated with AutoPay when enrolling for AutoPay, and Parents can change the associated payment account in the Parent Portal.
Payment Accounts associated with AutoPay
To determine what Payment Account is associated with AutoPay navigate to the Household Record there are two relevant tabs to find which Payment Account is associated with AutoPay
The Payment Accounts tab will show all saved accounts (active or inactive)
The AutoPay Preferences tab will indicate which account is selected for AutoPay for each school year
Remove AutoPay Preference from Invoice
Parents cannot delete payments accounts in the Parent Portal.
To delete a payment account they need to contact the school requesting it be deactivated. The school can then deactivate the Payment Account. Deactivating the Payment Account will remove that account from the Parent Portal view.
The Payment Account must not be associated with an AutoPay Batch in order to successfully deactivate the Payment Account.
If the end goal is for the family to no longer be enrolled in AutoPay, the school can then unenroll the Invoice from AutoPay.