Click Setup, then select System Config
Select the Payments tile
Complete necessary Payment Configuration fields
General
Allow payment method sharing between parents - allows or disallows sharing of payment methods between non-split family parents. Please Note: if a family is split, the payment methods will NEVER be shared
Service fees on fixed amount auto-pays - fix amount auto-pays are when a parent enters a recurring amount to charge other than the full balance due
Automatically Add -
Keep Separate -
Allow partial approvals - configure whether partial payments are accepted or disallowed. This is defaulted to yes.
If set to no, payment will decline if there are not enough funds in the account to process.
Partial payments are reflected on the Statement.
Admin - Auto-Pay
Staff changes to parent auto-pay consent text - leave blank to not show consent checkbox/message to staff before they add/edit auto-pay accounts
Allow ACH?
Yes - will allow ACH payments to be processed
No - will turn off the ability to process ACH payments throughout the system
Admin - Auto-Pay Batch
Show outstanding families w/o active statements - Applies to the auto-pay batch screen only. The automated auto-pay batch job includes all families with balances due by default. By turning this on, families with active auto-pays who are temporarily away will remain on the auto-pay list
POS Payments
Display ACH option first on POS payment screen - defaults ACH to display first on the payments > POS Payment screen (only used if a site is using a card swiper or check scanner to receipt payments)
Connect Portal
Maximum Online Payment Allowed - if a value is entered here it will ensure payments are not made over that threshold through the parent portal
Display ACH Option First on One-Time Screen - if yes, ACH will display first when parents are trying to make a one time payment from the parent portal
Display ACH Option First on Auto-pay Screen - if yes, ACH will display first when parents are setting up their auto-pay method
Portal One-Time Payment Label for ACH - allows customization of the ACH label on the one-time payment screen
Portal One-Time Payment Label for Cards - allows customization of the credit card label on the one-time payment screen
Portal Auto-Pay Label for ACH - allows customization of the ACH label on the auto-pay screen
Portal Auto-Pay Label for Cards - allows customization of the credit card label on the auto-pay screen
Deposits
Associate classroom and fee to deposits
Yes
No
Convenience Fees
Select Fee Type>Convenience
Fee Amount/Percent Per Transaction - enter the fee dollar amount or percent added per transaction. Leave blank for no added fee
Fee Transaction Type - choose dollar or percentage based on the above field
Charge Different Conv. Fee for ACH
Yes - a different amount should be charged for ACH convenience fee
No - ACH convenience fee should be the same as credit cards
Fee Amount/Percent Per Transaction (ACH) - enter the fee dollar amount or percent added per ACH transaction
Fee Transaction Type (ACH) - choose dollar or percentage based on the above field
Add Fee to One-Time Payments (Family-Entered) -
Add Fee to One-Time Payments (Staff-Entered) -
Add Fee to POS Payments (Staff-Entered) -
Add Fee to Auto-Payments (All) - this will display the amount of the convenience fee to the parents during a payment via the parent portal
Surcharge Fees
Select Fee Type>Surcharge
Fee Amount/Percent Per Transaction (Credit Card) - enter the fee dollar amount or percent added per transaction. Leave blank for no added fee
Fee Transaction Type - choose dollar or percentage based on the above field
Charge Different Conv. Fee for ACH
Yes - a different amount should be charged for ACH convenience fee
No - ACH convenience fee should be the same as credit cards
Fee Amount/Percent Per Transaction (ACH) - enter the fee dollar amount or percent added per ACH transaction
Fee Transaction Type (ACH) - choose dollar or percentage based on the above field
Add Fee to One-Time Payments (Family-Entered) -
Add Fee to One-Time Payments (Staff-Entered) -
Add Fee to POS Payments (Staff-Entered) -
Add Fee to Auto-Payments (All) - this will display the amount of the convenience fee to the parents during a payment via the parent portal
Click Save
Surcharging and convenience fees cannot be used together. Only one option may be enabled at any given time.