Admin Level - Superuser

Follow these instructions to invite people to sign up for auto pay and how to do so.

Preview the email (optional)

  1. Go to Account/Member Admin.
    1. Chameleon users: In the side menu click Team Admin > Account/Member Admin.
    2. New CMS users: In the side menu click Team Tools > Accounts.
  2. Click Communicate > Electronic Payment Intro.
  3. If you want to change it,
    1. Select and copy the text.
    2. Close the popup.
    3. Use your filters to search for Accounts if needed.
    4. Select one, many, or all Accounts.
    5. Click Communicate > Send New Email.
    6. Enter your Subject, such as Electronic Payment Signup Procedure.
    7. Paste the text in the Message area.
    8. Click Send.
  4. Otherwise, follow the below steps to send our templated email.

Email auto pay invite

  1. Go to Account/Member Admin.
    1. Chameleon users: In the side menu click Team Admin > Account/Member Admin.
    2. New CMS users: In the side menu click Team Tools > Accounts.
  2. Use your filters to search for Accounts if needed.
  3. Select one, many, or all Accounts.
  4. Click Communicate > Email Autopay Instructions, then click OK to confirm.

You may also send the invite through Invoices & Payments.

  1. Go to Invoices & Payments.
    1. Chameleon users: In the side menu click Billing Admin > Invoices & Payments.
    2. New CMS users: In the side menu click Business Tools > Invoices & Payments.
  2. Use your filters to search for Active Accounts.
  3. Select one, many, or all Accounts.
  4. Click Email Auto Pay Intro.

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See Also
Set up auto pay for a family
Require Accounts to save credit cards for auto pay in Registration