Set up automatic processing of AutoPay messages from the AutoPay inbox

The steps below will show you how to set up a schedule. It will also show you how to view new statuses for statements, incoming and outgoing payments.

You can set up your own schedule according to your work routines.

  1. Go to the AutoPay inbox (CA50400S) window.
  2. In the Message type field, select View all.
  3. In the Inbox status field, select New.
  4. Click the icon and select Add in the drop-down list.
  5. In the Automation schedules (SM205020) popup window, enter a description.
  6. On the Details tab, in the Starts on field, enter the first day on which you want your schedule to be run.
  7. In the Schedule type field, select a schedule type.
  8. In the Execution time section, use the two Run between drop-downs to select at what time your schedule should run.
  9.  In the Every drop-down, select every hours your schedule should run. The value of this field determines how often the schedule is run.
    10. An example: In the Starts on field, enter 07:00. In the Stops on field, enter 22:00. In the Every field, enter 07:00. In the Starts on field, enter 07:00. In the Stops on field, enter 22:00. In the Every field, enter 07:00. The value of this field determines how often the schedule is run. In this example, it is run every 7th hour.
  10.  Go to the Filter values tab.
  11. Check that the Message type is View all.
    If it is not correct, double-click the incorrect cell and select the correct value from the drop-down list.
  12. Check that the Inbox status is New. 
    If it is not correct, double-click the incorrect cell and select the correct value from the drop-down list.
  13. Click Save and close.