If the parents at the school have scheduled automatic online payments in FDpay, then you’ll want to get familiar with the Schedule Payments Report! You’ll be able to see who has set up automatic payments, the amounts, the frequency and to which finance accounts.
To see which parents have set up scheduled automatic payments in FDpay, you will go to Finances>Schedule Payments CSV Download.
Note – It is important to look through this report near the end of the school year to make sure that all schedule payments are ending when they need to end and not continuing through the summer erroneously.
Here are a few things to know about this report:
1.) You can check mark the option ‘Include Completed Scheduled Payments’ before clicking the report button if you want the report to include any scheduled payments that have already been completed
2.) This report will have the following information:
- Finance account
- Payment frequency
- Payment amount
- CC or ACH
- Date of 1st payment
- Date of next payment
- Payment duration
- Number of payments remaining
- Final payment amount
Click here for the FAQ on the Scheduled Payments Report