Personal Set Up Call

The steps outlined in this article will be handled during your initial set up call with a Tuition Express representative. Normally you'll receive a call from us within 1-2 days after receiving your Tuition Express packet or contact Tuition Express directly at: 1 (888) 419-5033.

If you prefer you may manually configure the information described below.

Before You Begin

1. You’ll need your Tuition Express Account Number (from the “Congratulations” letter in your Tuition Express packet) to activate Tuition Express.
2. Review your existing Charge / Credit Descriptions to confirm you have appropriate Payment descriptions for use with Tuition Express. You’ll need three, one each for the following categories. 
   1. Recurring ACH payments from a checking or savings account (like “Tuition Express: ACH”).
   2. Recurring credit card payments (like “Tuition Express: CC”).
   3. Point of sale payments (like “Tuition Express: POS”).

Configure Tuition Express

1. From the Procare Home screen go to Configuration > System > Locations & Users.
2. Dbl-click Regions & Schools.
3. Click the plus sign (+) next to a Region Code to see the schools in that region.
4. Click once on a School to select it.
5. Click the Set Options button.
6. On the left choose Family Accounting and scroll down to the Tuition Express section. 
   1. Enter your Tuition Express Account Number for this location. If you have more than one location using Tuition Express each will have its own Account Number.
   2. Select Payment Descriptions to use for ACH, Credit Card and Point of Sale payments (if applicable).

   Hint: ACH stands for Automatic Clearing House. In this context it means payments that are deducted directly from a checking or savings account.
   

   3. Choose the Bank Account to use for Tuition Express deposits (account that will show on the Deposit Report).
   4. Choose "True" if you wish to enable the Allow Batch Comment feature which lets you enter a comment for parent email receipts such as the dates of service. The comment is entered when you process a batch of payments.
   5. The Allow Processing Date Change feature lets you select a batch processing date up to 14 days in the future. This is helpful if you need to submit a batch ahead of time, for example if you will be on vacation at the time the batch is normally processed. To enable, choose "True". The date is selected when you submit a batch.
   6. Enter the Minimum Transaction Amount you want to collect through Tuition Express. If a family’s balance is below this amount they will be skipped.
   7. The Maximum Transaction Amount allowed for any family is automatically set by Tuition Express.
   8. The types of Accepted Credit Cards will say "None" until you Activate Your Account. Once activated the cards you accept will be displayed. The card types are established when you sign up for Tuition Express and may include some or all of the following:  Visa, Mastercard, American Express and Discover.
7. Click Save > Exit.

Note: If you have additional locations using Tuition Express repeat these steps to set them up. When finished click Exit once more to leave the Regions and Schools screen.