Schedule Payments

Topics

*        Overview

*        Schedule a payment with a Credit/Debit card

*        Schedule a one Time Payment from a registered account

*        Schedule a Recurring Payment from a registered account

*        Pending Payments

o        View/Change Pending Payments

o        Cancel Pending Payments

*        Payment History

o        View/Print Payment History

o        Sort Payment History

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Overview

The Schedule Payments selection on the iPayOnline menu bar is the only option that consists of four sub-options, two for scheduling your case payments and two for tracking the scheduled payments.

There are two types of payments that you can set up, one time or recurring. A single payment is made on the specified date for a one time payment. Continuing payments with the frequency and start date as scheduled are made for recurring type payments.

The basic functionality for scheduling payments is the same for employer and individual user types. Employer users schedule child support payments from a list of employees belonging to the selected division. Individual users schedule child support payments from a list containing all obligor cases setup in the iPayOnline account, which typically belong to the individual user.

You must specify the following information when scheduling payments:

*        Account - bank account the payment amount will be drawn from.

*        Withdraw Date or Schedule Designation - specifies the date and frequency of the payments. The information that you must specify is dependent upon the type of payment requested. Payment dates must be at least three days from the current date.

*        Notify Me Before Paid - if checked, an email will be sent reminding you of the scheduled payment.

*        Notify Me Before Payment - specifies how many days before the payment is made the email reminder is to be sent out. If the Notify Me Before Paid field is not checked, this field is ignored.

*        Notify Me After Paid - if checked, an email will be sent confirming that the payment was made.

*        Division - for employer users only - organizational unit that contains the list of employees and their child support amounts, as set up in the Maintain Child Support Case section. All payments are scheduled through divisions. The only employee case records that are available at the time payment schedules are created are those belonging to the selected division. Payments cannot be scheduled for employees across multiple divisions.

Refer to the Divisions Overview section for more information concerning divisions.

Regardless of whether one-time or recurring, all case payments will be assigned a unique Tracking ID automatically created at the time the payment is scheduled. Individual case payments scheduled together will be grouped within the same Tracking ID and thus accessed as a group. For employer users, this means that a payment schedule you create for a division will have the same Tracking ID.

The Tracking ID is used to view/edit Pending Payments. Once the scheduled payments are submitted to the bank account for payment, a Tracking Number is automatically generated and used to view/print Payment History.

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Credit/Debit Card payment

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One Time Payment

A single payment is scheduled and paid on the withdraw date specified for the one time payment option.

The following illustration represents a one time payment screen for an employer user. The Division selection and headings in the list of cases are the only items that differ from an individual user's screen.

To Schedule a One Time Payment:

1.        Select Maintenance Management from the iPayOnline main menu.

2.        Select Register One Time Payment from the Maintenance Management menu.

3.        Select the payment account from the drop-down menu.

4.        Enter the date the payment is to be made in the Withdraw Date field.

5.        Click the Notify Me Before Paid option to check or un-check depending on whether or not you would like to receive a reminder email.

6.        If the Notify Me Before Paid option is checked, choose the number of days before the scheduled date from the Notify Me Before Payment drop-down list.

7.        Click the Notify Me After Paid option to check or un-check depending on whether or not you would like to receive a confirmation of payment email.

8.        For employer users only, select the division from the Division drop-down list. The list of employees will display based on the division selected.

9.        Select the Cases to be Paid by clicking the add icon on the left-most box next to the employee's/obligor's name.

Tip:

*      Clicking the add or remove icons next to the Employee (or Obligor) Name heading will toggle between selecting and deselecting ALL employees.

 

10.        To schedule the payment, click Save.

11.        A confirmation dialog displays the payment information. Click Ok to save the payment or Cancel to cancel the payment request.

12.    When payments are successfully scheduled, the Pending Payments page will automatically display the payments listing table.

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Recurring Payment

Recurring payments provide the convenience of automatically repeating the payment schedule based on one of the following schedule designations:

*        Bi-weekly - two payments a month will be made with the first being made on the specified Start Date and the second payment being made two weeks after that date.

*        Monthly - one payment will be made per month on the specified Day of the Month.

*        Semi-monthly - two payments a month will be made, each on one of the two Days of the Month specified.

The examples illustrated for a Recurring payment are for an employer user. The Division selection and headings in the list of cases are the only items that differ from an individual user's pages.

Note: The information required for you to enter will change based on the frequency selected. The example below illustrates the required fields for payments scheduled monthly.

 

To Schedule a Recurring Payment:

1.      Select Maintenance Management from the iPayOnline main menu.

2.      Select Register Recurring Payment from the Schedule Payments menu.

3.        Select the payment account from the drop-down menu.

4.        Select the Schedule Designation from the drop-down list.

5.        Specify the required date information depending on the Schedule Designation selected:

a.      Bi-Weekly - enter the Start Date.

 

b.      Monthly - enter Day of the Month.

 

c.      Semi-Monthly - enter the first and second Day of the Month. Both days are required.

Note: Changing the Schedule Designation after selecting the Cases to be paid will reset the CASES list to the default of all selected.

6.      Click the Notify Me Before Paid option to check or un-check depending on whether or not you would like to receive a reminder email.

7.        If the Notify Me Before Paid option is checked, choosethe number of days before the scheduled date from the Notify Me Before Payment drop-downlist.

8.        Click the Notify Me After Paid option to check or un-check depending on whether or not you would like to receive a confirmation of payment email.

9.        For employer users only, select the division from the Select Division drop-downlist. The list of employees will display based on the division selected.

10.        Select the Cases to be Paid by clicking on the add icon next to the employee's/obligor's name.

Tip:

*      Clicking the add and remove icons next to the Employee (or Obligor) Nameheading will toggle between selecting and deselecting ALL cases.

11.   To schedule the payment, click Save.

12.   A confirmation dialog displays the payment information. Click Ok to save the payment or Cancel to cancel the payment request.

13.   When payments are successfully scheduled, the PendingPayments page will automatically display.

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Pending Payments

Payments that have not yet been submitted against the designated bank account for payment are considered scheduled payments. Payments that have been submitted for payment but not yet paid are considered in progress. Both status types will display in the corresponding tabs of the Payments listing table.

All pending case payments are viewed/edited through the unique Tracking ID created at the time you scheduled the payments.

The following bulleted items describe the information listed for each Tracking ID.

*        DateRequested - the date you scheduled the payment(s).

*        Amount - the total payment amount of all cases scheduled within the Tracking ID.

*        SettlementDate - the date the payment is to be withdrawn from the designated bank account for all case payments within this Tracking ID.

*        PaymentAccount - the designated bank account that will be used for all case payments within this Tracking ID.

*        PaymentType - the type of payment that the case was scheduled as.

*        ID - the Tracking ID assigned to all case payments scheduled together.

 

To View/Change Pending Payments:

Individual pending payments are viewed within the uniqueTracking ID that was assigned at the time you scheduled the payment(s).

1.        Select Maintenance Management from the iPayOnline main menu.

2.        Select Payments on the Schedule Payments menu. The payments listing table will be displayed on the Scheduled Payments tab

3.        Click the Tracking ID that corresponds to the payment you wish to view/change under the ID heading.

4.        The Schedule Payments page with all the data as scheduled will display. You may make the same changes as when originally scheduled, including selecting additional cases or removing currently scheduled ones. Refer to scheduling a one time payment or scheduling a recurring payment.

5.        To save the payment changes, click Save.

6.        A confirmation dialog displays the new payment information. Click Ok to apply the changes to the payment or Cancel to cancel the payment edition.

To Cancel Pending Payments:

Pending payments can only be canceled through their TrackingID. When you delete a Tracking ID, all scheduled payments for that ID are deleted. If you wish to cancel only certain payments from the Tracking ID but not all of them, open the Tracking ID and edit the schedule. Refer to the To View/Change Pending Payments section.

Tip:

*      Open and view the Tracking ID before deleting to ensure you are removing the desired scheduled payment(s).

1.        Select Maintenance Management from the iPayOnline main menu.

2.        Select Payments on the Schedule Payments menu. The payments listing table will be displayed on the Scheduled Payments tab

3.        Click on the Delete icon next to the Tracking ID of the payment that you want to remove.

4.        Click OK in response to the confirmation prompt or Cancel if you decide not to un-schedule the payment(s) within the Tracking ID.

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Payment History

Payment history consists of those case payments whose settlement date has been reached and the payments paid from the designated bankaccount.

All payment history is viewed through the unique Tracking Number created at the time the payments are submitted to the bank. The beginning portion of this number consists of the bank account's routing number.

You may view and print a summary list of all payments made by Tracking Number or a detailed list of the paid cases within each Tracking Number. When first selecting the Payment History tab on the Payments listing table, you will be presented with the summary view. It provides the ability to re-arrange the order of the list and to limit the list by displaying only the history of a specific division, payment account or Tracking Number. These features simplify the process of finding a particular payment history and drilling down to its detail.

The following bulleted items describe the information listed in the summary view for each Tracking number:

*        TrackingNumber - a unique number assigned to the case payments that were paid using the same schedule criteria.

*        DateRequested - the date you scheduled the payment(s).

*        Amount - the total amount paid for all cases scheduled within the Tracking Number.

*        SettlementDate - the date the amount was withdrawn from the designated bank account.

*        PaymentAccount - the bank account that the amount was withdrawn from for this Tracking Number.

 

To View and Print Payment History:

Printing is accomplished by using the Printer Friendly Format option. The view currently displaying is the one that will print.

1.        Select Maintenance Management from the iPayOnline main menu.

2.        Select Payment from the Maintenance Management menu and enter to the Payment History tab.

3.        To print a summary list of all Tracking Numbers,click on the PrinterFriendly Format icon on the top of the listing table. Close the print window when done.

4.        Click on the details icon on the row that corresponds to the payment history you wish to view.

5.        To print a detailed list of the paid cases within this Tracking Number, click on the Printer Friendly Format icon on the row that corresponds to the payment history you wish to print. Close the print window when done.

To Sort Payment History

By default, payment history records are arranged in tracking number sequence in an ascending order, which is from lowest to highest. You may change the order, referred to assorting, for viewing/printing by re-arranging the payment history records into any of the other displayed column orders. You may also choose to view in a descending order, from highest to lowest.

1.        Select the Payment History tab from the payments listing table.

2.        Move the mouse over the column heading you wish to sort by until you see the mouse pointer change and the sort tooltip appearing next to the cursor as illustrated below.

3.        Click the sorting icon. The first time you click on it, the data in that column is sorted in ascending order.

            The arrow pointing up next to the column lets you know at a glance what column the history is sorted on and whether the order is ascending or descending.

4.        Click the sorting icon a second time to change the history records into a descending order by that column. Note the arrow pointing downward next to the column heading being sorted.

Note: If you see no arrow next to any column heading, the default sort order by tracking number is in effect.

Note: If you move off the Payment History page, the sort order will default back to the tracking number.

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