Recurring Payments Report


Tool Search: Recurring Payments Report 

The Recurring Payments Reports provides the following information as of the current date:

  • Summary view of all active recurring payments currently set up in Infinite Campus.
  • Which recurring payments were not successful and the last time they were run.
What can I do?What do I need to know?

Screenshot of recurring payments report.


Important Information About This Tool

  • This report includes the days and times when recurring payments processed successfully. One week of history displays in the Payment Run History.
  • A missing date in the Payment Run History, at the top of the screen, indicates the Recurring Payments were not processed that day. When this occurs, contact Campus Support.
  • A missing date in the Last Run Date column indicates the payment has not processed. When this occurs and the Start Date for the payment has passed, contact Campus Support. If the Start Date has not been reached, the Last Run Date will be empty.

View the Payment Run History

Expand the Recurring Payment Run History to view the days and times when recurring payments processed successfully. One week of history displays.

A missing date indicates the Recurring Payments were not processed that day. When this occurs, contact Campus Support.

Screenshot of recurring payment run history


Display Inactive Recurring Payments

A recurring payment becomes inactive when it reaches its End Date or when the portal user deletes the payment. To display inactive recurring payments, switch the Display Inactive Recurring Payments toggle to ON.

Inactive Recurring Payments do not display in Campus Parent or Campus Student.

Screenshot of Example Inactive Payment


Group Report by Specific Columns (Grouping Options)

The report displays differently based on the grouping options you select. Select the column(s) you want to group together and drag the column(s) to the area above the table. You can select multiple columns and further group the report results.

Tip: Use the Select Columns tool to add or remove columns from the report.

Screenshot of the select column.

Screenshot of a status filter.


Export an Excel File

Click the  Export  button at the top of the screen to create an Excel file. The Excel file only includes columns currently displayed on the screen and preserves the grouping options.

Screenshot of an Example Report in CSV format.


Field Descriptions

Click here to expand...

Screenshot of the recurring payments report

FieldDescription
Created DateThe date and time on which the recurring payment was originally saved.
Version Date

The date and time on which the recurring payment was modified and saved.

Payer NameThe name of the person who made the payment.
Student/Staff NameThe person to whom the Food Service account or Fee belongs.
TypeIdentifies whether the payment is for a Fee or for a Food Service deposit.
Recurring Payment StatusThe Recurring Payment Status column displays the following statuses.
  • Active - Indicates the recurring payment is in use. This status is also given to recurring payments scheduled to start on a future date.
  • Inactivated - Indicates the recurring payment was replaced with a new recurring payment by a parent or student using the portal. (Records created before Campus.2136 display as Inactive.)
  • Deleted -  Indicates the recurring payment was deleted.
  • Expired - Indicates the recurring payment reached its End Date or was completely paid prior to the End Date. If a fee is completely paid prior to the End Date, the payment continues to process but the amount taken is zero.
Start DateThe day, set up by the payer, on which the recurring payment starts.
End DateThe day, set up by the payer, on which the recurring payment ends.
FrequencyIdentifies whether the payment is made once a month or when a Food Service account reaches a low balance.
Low BalanceThe Low Balance Amount entered on the portal for Food Service accounts. When the account reaches this value, Campus automatically adds money to the patron's Food Service account.
AmountThe amount of the recurring payment. This amount does NOT include the Service Fee.
Last Run Date

The most recent date on which the recurring payment process ran successfully.

A missing date in the Last Run Date column indicates the  payment has not processed. When this occurs and Start Date for the payment has passed, contact Campus Support. If the Start Date has not been reached, the Last Run Date will be empty.

Last Run Status

Identifies whether the most recent payment was successful. This field displays the following statuses.

  • Cancelled. Indicates there was a problem with the payer's credit card and payment was not completed.
  • Successful. The payment completed.
  • Failed. The payment failed to process and was not sent to the payment platform. When this occurs, contact Campus Support.
  • Skipped. This occurs if Recurring payments was turned off.
Payment MethodThe payment method used and the last 4 digits of the account number.
Email AddressThe email address entered on the portal for the receipt.