Autopays

Flag Accounts for Autopay

  1. Go to AIMsi.
  2. Click Modules > Credit Card/Autopay Options > Flag Accounts for Autopay.
  3. It will warn you that records for the previous session will be removed.
  4. Click YES.
This window will appear:



  1. Select the “Contracts” checkbox, and select “Date Range.” Fill in today’s date in ALL THREE date blanks.
  2. NOTE: On a day like Monday, when autopays haven’t been run on Sunday or Saturday, you must select the date range for all days since the last time it was run.
  3. Select both the “CMS Downtown” and “CMS EastSide” locations, and the “Rental (Monthly)” and “Rental (Autopay)” Rental Defaults, as above.
  4. Click PROCEED.




Transmit Autopays

Click Modules > Credit Card/Autopay Options > Transmit Autopays.

This window will appear:



Click PROCEED.

This takes a little while to complete. You'll know it's done when the little counter window stops counting or disappears.





Check for Denied Cards

Click Modules > Credit Card/Autopay Options > View Flagged Accounts.

This window will appear:



Note the accounts where the status says “Denied.” These accounts must be called after you’re done, so print them out using the print button. Select "Declined Only" from the drop-down menu.



IMPORTANT: When you are done, you must cancel all denied payments. To do this, right-click anywhere in the list and choose "Cancel All Denied Autopays" from the menu that appears:



Then click SAVE, and then click EXIT.





Post Autopay Payments

Click Modules > Credit Card/Autopay Options > Post Contract Autopay Payments.

This takes a little while. You'll know it's done when the little counter window stops or disappears.

That's it!