Run Auto-Pay Using Parent or Student Groups

Use Parent Groups and Student Groups to control which accounts are included in Auto-Pay and which balances are charged.

Prerequisites

• Parent Groups and/or Student Groups are created

• Students and/or parents are assigned to groups

Run Auto-Pay with Group Filters

1. Navigate to More > Auto-Pay.

2. Select how you want to charge accounts:

   • Just Tuition

   • Full Account Balance

   • Tuition or Balance (whichever is less)

   • Charge by Due Dates

3. Under the Advanced Rules, you can select a certain Parent Group and/or Student Group for this specific Auto-Pay job.

4. Click Get Auto-Pay list at the bottom

5. Review the updated account list:

   • Only qualifying families remain selected

   • Charge amounts update automatically based on your selection
      

6. Run Auto-Pay as usual.

Additional Options and Behavior

Default Behavior (No Group Selected)

• All families are included

• All eligible students in each family are charged

• Charges follow the selected payment option

Using Student Groups Only

• Only students in the selected group are included in charges

• Other students in the same family are excluded

• Families without matching students are automatically unchecked

Using Parent Groups Only

• Only parents assigned to the selected group are included

• Other parent accounts are automatically unchecked

Using Parent and Student Groups Together

• Only parents in the selected Parent Group with students in the selected Student Group are included

• Charges apply only to qualifying students within those families

Troubleshooting

Problem: Parent Group dropdown is not visible

Solution: Confirm that Parent Groups are created in your system.

Problem: Some families are not included in Auto-Pay

Solution: Verify that:

• The parent is assigned to the selected Parent Group

• The student is assigned to the selected Student Group

Problem: Charge amount is lower than expected

Solution: Check if a Student Group filter is applied, which may exclude some students from the total.

Problem: No accounts are selected after applying filters

Solution: Ensure there is overlap between the selected Parent Group and Student Group.

FAQ

Can I run Auto-Pay without using groups?

Yes. Leave both group dropdowns unselected to charge all eligible accounts.

Can I use only one type of group?

Yes. You can use only Student Groups or only Parent Groups.

What happens if a family has multiple students but only one is in the group?

Only the student in the selected group will be included in the charge.

Do filters permanently change account settings?

No. Filters only affect the current Auto-Pay run.