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Posted May 12, 2019

Automated Payment Processing is a process that automatically charges your customers/contacts based on predefined rules. Some examples of automated payment processing include:

Automated collection of tuition based on the payment plan selected by parents Automated Payment Processing (Finance)
Automated collection of recurring donations or pledge payments Automated Payment Processing (Development)
Automated collection of summer camp and summer school fees by a due date Automated Payment Processing (Finance)
Automated replenishment of student accounts once they reach a predefined limit Automated Payment Processing (Finance)

To setup automated payment processing, follow the steps for:
- Configuring Payment Configuration
- Configuring Stored Payment Types
- Configuring Auto-Pay Configuration (Finance) or Automated Payment Processing (Development)