Learning objective:

The Autopay Detail Report is used to check the status of scheduled autopays and to manually process a future scheduled autopay.

By default, the report displays a list of the current day's scheduled autopays and the associated date, client name, phone number, location, item, credit card information, charge amount, and status of each transaction.

Besides seeing a snapshot of autopay statuses and totals, you can also run autopays from this report. Learn how below.

Contents

Report's location

  1. Go to the Reports tab and choose Payment Processing from the tabs on the left.
  2. Click Autopay Detail to open the report. You can always use the search bar at the top right to search for Autopay Detail by name, and if it's a report you use often then consider making it one of your favorites.

Combined autopay sales

To reduce your merchant account's transaction fees, if your clients have more than one autopay scheduled at the same location, on the same day, and with the same payment method (e.g., ACH, credit card), then the system will combine the autopays into one transaction and settle it. By combining multiple transactions into one, this feature will save you additional transaction fees and consolidate your client's purchase history. The autopay sale will be displayed as a single sale with each transaction separated into its own line item.


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Understanding the report's filters

  • Start Date: The beginning of the period that this report will display.
  • End Date: The end of the period that this report will display.
  • Status: You can filter the report's results by the status of the transaction. Choose Scheduled, Declined, Successful, Deleted or Suspended from the drop-down menu. By default, the report is set to display all transactions.
    • If you've enabled Convert Declined Credit Card Autopays to Negative Account Balances after X Days under your General Setup & Options settings," these types of transactions will show a Successful status.
    • A red Submitted status means the transaction didn't fully run and will need to be resubmitted. You'll want to contact our Merchant Support for further help.
    • A status of Deleted indicates that the autopay was removed/deleted (either in a client's Autopay schedule or through the Autopay Detail report), or that the contract the autopay was a part of was terminated. 
    • Before a payment has settled, the transaction will display on the report as Pending
    • If an autopay has a Suspended status, it is not counted in the grand total at the bottom of the report.
    • If an autopay was declined, it is included in the grand total.
  • Location: You can filter by multiple business locations or find sales from your Online Store. Choose a location from the drop-down list and click Generate. By default, the report is set to All Locations.
  • Payment Method: You can filter by payment method by selecting Credit or Account from the dropdown menu. By default, the report is set to All Payment Methods.
  • Include autopays charged at POS: Check this box to include autopays that were charged at the Retail Point of Sale screen. With this box unchecked, the system filters out initial payments that were charged at the Retail screen (such as when a client pays upfront for the first month of a contract) and displays only true autopays that were processed on a regular schedule.
  • Account autopays: Check this box to display only autopays scheduled from the Account Balances report.
  • Auto-Renewing: Check this box to display only autopays associated with contracts that are about to auto-renew. This is useful in catching clients in time to change the text, terms, or fees of their contracts before they automatically renew to reflect the terms of the previous contract period.
  • Tagged Clients Only: If you have tagged a list of clients in the system, checking Tagged Clients Only will show only sales of those clients who are on the tagged list.
  • Generate: This button makes the report appear on the page.

Running or deleting autopays

From the Autopay Detail report, scheduled transactions can be deleted or run early.

Note: Deleting month to month autopays will remove all scheduled pending autopays on the client's account. If you wish to only remove some, pull up the clients autopay schedule through Account Details and remove them one at a time.

  1. Generate the report.
  2. Check the box to the right of the transaction you would like to run or delete.
  3. At the bottom of the screen, select either Remove (Delete) Checked Transactions or Run All Checked Transactions Now.
  4. A box will pop up to verify the process.

Things to know

  • The Autopay Detail report does not consider returns/refunds. If an autopay ran successfully on Monday but the sale was returned on Wednesday, the report will still display the successful payment from Monday.
  • This report will not show scheduled autopays for dates after a contract is set to auto renew.

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