Auto-pay Fees with Surplus Balance (District Preference)

Tool Search: System Preferences

The Auto-pay Fees with Surplus Balance preference automatically pays any fee with a surplus.

When set to Yes, auto-pay occurs in the following scenarios:

  • When a deposit is created after adjusting a fee assignment where the total adjustment plus total payments is greater than the fee amount.
  • When part of a payment is voided on a fee assignment. This auto-pays any other fees that may exist (but not the one where the payment was just voided).
  • When a new fee assignment is created when there is a surplus balance. This auto-pays the newly created fee first then any remaining surplus is auto-paid to other fees. 

A message appears when making a payment for Students and Persons when a surplus exists alerting the office person the deposit will be applied to other fees.

Set the Auto-pay Fees preference to either Yes or No then click Save when you are done. 

Screenshot of the autopay fees with surplus option in system preferences