ShadowPay: Recurring Payments and Reminders for an Enrollee

ShadowPay: Recurring Payments and Reminders for an Enrollee

Accessing the Enrollee Register

  1. Search for the desired enrollee by name
  2. On the enrollee profile, go to the Financial tab
  3. Once the initial debit has been added to a register, you can set up recurring payments or payment reminders. 
    1. Recurring Payments—This allows you to designate a payment amount and how often it should recur. Based on what you enter here, a debit will automatically be added to the enrollee register. 
    2. Payment Reminders—This feature allows you to schedule reminders based on the recurring payment date. This ensures that the enrollee receives a text reminder when their payment is due. 

Recurring Payments

To set up recurring payments for an enrollee:
  1. On the enrollee register, select the Recurring Fees button.
  2. Select Yes to enable recurring fees.
  3. Next, enter the following:
    1. Start Date/Time - When the recurring fees begin to generate a debit on the enrollee register
    2. Payment Type - Indicates what the debit is for
    3. Transaction Details - Enter optional notes about the transaction
    4. Recurs Until - How long do the recurring payments recur? Recurring payments will stop being generated on this date/time.
    5. Duration (Days) - How often does this payment recur (Ex - Monthly = 30)
    6. Amount - Indicates the amount of the recurring payment.
  4. Select Save

Payment Reminders

  1. On the enrollee register, select the Payment Reminders button
  2. Next, enter the following:
    1. Last Payment Reminder Date - Not editable to users. The field is automatically filled in after the first payment reminder is sent
    2. Time for Payment Reminder - Enter the date/time you would like the payment reminder sent out
    3. Delinquent Periods—This field is not editable by users. It is automatically filled in when the enrollee misses scheduled payments. 
    4. Payment Frequency - Enter how often the payment reminders should be sent
    5. On Hold until - Entering a date here allows you to place the entire register on hold. No payment reminders or recurring payments will be scheduled until the date approaches
    6. Minimum Payment - Allows you to designate a minimum required amount from the enrollee. If the enrollee fails to pay this minimum amount, the assigned user will be notified 
  3. Select Save
 

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