How can I get a list of households that are not on AutoPay?

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You'll sometimes need to figure out which families in your school are using AutoPay and which are not. This can be done on an invoice level from the AutoPay Homepage using the Invoices Enrolled in AutoPay query. From here, the criteria you should focus on is the "AutoPay Status" field.

AutoPay Status field in the Invoices Enrolled in AutoPay query. Since the "is one of AutoPay" crieteria is applied, this will return all invoices in which AutoPay is enabled.

  • To find a list of households using AutoPay, apply the "is AutoPay" criteria. Query example.
  • To find a list of households not using AutoPay, apply the "is Manual" criteria. Query example.