Save valuable time by scheduling ePayments to process automatically for multiple families with Jackrabbit’s Automated ePayments!
The Gist of It
The automation of ePayment processing starts with the Process ePayments feature (Transactions menu > Process ePayments). Automation tasks are created when Process Later is selected on the Process ePayments page in the Process Setting section.
The scheduled ePayment tasks define when the ePayment processing will start and for recurring tasks, how often they will run, and when they will end. An optional email reminder can be sent to give you the heads up that a batch of ePayments will be processing soon, allowing you to make any necessary changes before processing. Scheduled tasks are managed (view, edit, pause, delete) from the Task Management page.
The first step in automating ePayments is to create a task to schedule the processing.
|1||Go to Transactions (menu) > Process ePayments.|
|2||Choose Process Later in the Process Setting section. Enter the date and time you want this task to first run as the Schedule Start. Note: Don't schedule ePayments to process too close to your Gateway Settlement Time to allow time to address any concerns prior to payments settling.|
|3|| Select the criteria that capture the families and the unpaid fees you want to schedule to process at a later date. Learn more about the Process ePayments criteria and settings.|
TIP: If you want to exclude a family when using Process ePayments (Transactions menu), select the Omit Family from Transactions > Process ePayments setting on the Billing Info tab of their Family record.
|4||To review the families and amounts that would process that day based on your criteria choices, select Preview ePayments. Return to the Process ePayments page to make any necessary changes and select Process Later when you're happy with your settings. Note: The exact families and amounts on the Preview ePayments page are those that meet your chosen criteria and settings on the day the preview was generated and may change before the scheduled processing.|
|5||To proceed without previewing select Process Later to go directly to the task scheduler.|
|6||Complete the details for the task, then click Next.|
Give the task a descriptive name. This name appears in the Task column of the Task Management page.
This date will default to the date and time chosen with the Process Setting. You can change it here if you have a preferred start date and time.
From the Repeats drop-down, select an option to define how often and when the task will run. The day of the week, date, and time are based on the Schedule Starts date above.
Use the Custom option to change how often the posting repeats. Instead of daily/weekly/monthly, you can post at a different interval, for example, every 2nd week or every 3 months.
Define when the task should end. The task end date is inclusive, i.e., any tasks scheduled to run on the end date will run.
|7||Choose whether or not you want to send an email reminder to your organization's email address. If you want to send a reminder, specify the number of days in advance it should be sent. Click Save.|
|8||A confirmation window advises that your task has been created and displays the details. Click Close.|
When you close the confirmation window, you are taken to the Task Management page where you can view, edit, pause, or delete a scheduled task. Learn more about Automation Task Management.