Automated Payment Processing (Finance)

Automated Payment Processing can be initiated by PCR Educator Finance System or by your finance staff. The typical cycle follows this process:

- Parents/Students sign up for automated payments during enrollment and specify their preferred credit card or eCheck. During this time they are able to select available payment plans based on the plans offered by your organization. In some cases it means that they have multiple options such as monthly, yearly, semi-annually. In other cases, you may specify that the total amount due will be collected by a certain date unless the payment is received earlier.
- Parents/Students update their preferred credit card or eCheck through their portals using CMS Website in case their information changes.
- Process payments:
-If manual setting is used, finance staff need to select all AR Customer Invoices that they want to process and use the multi-action Auto-Pay to verify the charges and initiate the charge.
Note: The “review invoice” step provides the opportunity to review the invoices which are being charged, and exclude individual invoices at this time by unchecking the checkbox.
Note: The “process payments” step shows a summary of every payment which will be made. The “Amount” is the total of the invoice amounts to be paid. The “Fee” is the convenience fee which will be invoiced, if applicable. The “Total” is the actual amount which will be processed and is the sum of the Amount and Fee.
Note: The “process payments” step shows a summary of every payment which will be made. The “Amount” is the total of the invoice amounts to be paid. The “Fee” is the convenience fee which will be invoiced, if applicable. The “Total” is the actual amount which will be processed and is the sum of the Amount and Fee.
Note: The processing of payments after the submit button is pressed may be a long running process as each payment request needs to be submitted to the Payment Processor and the result returned to PCR Educator.
-If auto setting is used, PCR Educator automatically processes all customer invoices that match the configuration.

- Whether the Auto-Pay is run manually or automatically, after the payments are processed, review the Auto-Pay Results (Finance) to see if there were any unprocessed items.

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