Setting up Payment Methods
Setting up Payment Methods
You will use this area to set up your payment options with Credit Card or eCheck account information. You can set up as many payment methods as you desire.
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Step 1. Beginning the Process
Step 1. Beginning the Process
Click on the menu My Accounting| Summary | Payment Methods.
Click on the blue “Add Method” button.
Step 2. Add Payment Method
Step 2. Add Payment Method
Credit Card
Use the Credit Card tab to enter that information:
eCheck (ACH)
Use the eCheck tab to enter that information:
Making Payment
Making Payment
You will use this area to make payment using the payment method setup in “Payment Methods” Tab.
Step 1. Beginning the Process
Step 1. Beginning the Process
Click on the menu My Accounting| Summary
Click on the green “Payment” button to pay for the programs registered.
My Accounting| Summary
This area will display the balance that you have in each family account (the accounts of the program you are charged against),
Step 2. Make Payment
Step 2. Make Payment
For accounts (programs) where you owe money (all program accounts that have positive balances), and you have a payment method created (see Payment Methods), you can pay off your balance.
Fields:
Student: Not Required
Account: Select the Program Account from the dropdown list.
Payment Method: Select the Payment Method from the dropdown list
Amount: Enter the outstanding amount.
*The Convenience fee is waived, it is not charged.
Please note on Student field. The system does not display any students who are not yet enrolled in the current school year. Selecting a student name is unnecessary since invoices are issued to the family account.
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