Interest Payment Processor
CSA Interest Tool
2
Interest Payment Processor
CSA Interest Tool
Main
Dashboard
Process Payments
Calculator
Management
Clients
Loans
Payments
Reports
Notifications
2
Audit Log
Export CSV
System
Settings
Scheduler Active
Automation Settings
Configure automatic processing, notifications, and email alerts
Scheduler
Enable Automatic Processing
When enabled, payments process automatically on the 1st of each month at 9:00 AM ET. Pre-flight checks run on the last day of each month. Failed payments retry daily at 10:00 AM ET.
Default: Auto-process new loans
New loans will default to automatic processing. You can override this per loan.
Manual Triggers
Run Pre-flight Now
Run Batch Now
Run Retry Now
Email Notifications
Notification Email
Email address to receive batch summaries, failure alerts, and approval requests.
SMTP Configuration
SMTP Server
Port
SMTP User
SMTP Password
For Gmail, use an App Password. Leave blank to keep the existing value.
Save Settings