Payment settings overview
Navigate to the Settings tab of the Admin Dashboard. It will automatically open to the General settings tab. Click on the Payments tab at the top. Each setting has a description below explaining each setting. As you toggle the setting, the description will change accordingly.
Payout bank account
This is the first field you will encounter on the Payments tab. This field is used for entering the bank account you would like all payments to be deposited into.
Payout days
Select which days of the week you want to be paid out for collected tuition. We currently offer two(2) days a week as a maximum limit. You can select any two days from Monday to Sunday by clicking on the dropdown.
Default billing frequency
Select the cadence on which statements and payment plans are generated. We currently offer weekly or monthly options. Even though this will be the default cadence for your center, you are still able to update this on a per-student basis.
Weekly billing
If you are using week-based plans, you will be able to customize your billing schedules and service dates.
The day of the week the balance is loaded to guardian accounts.
The day of the week bills will be due.
Update the service dates displayed on statements.
Monthly billing
If you are using month-based plans, you will be able to customize your billing schedules and service dates.
The day of the month the balance is loaded to guardian accounts.
The day of the month bills will be due.
Update the service dates displayed on statements.
Processing fees
Our Transactions fee article outlines the current processing fees for credit/debit card and ACH.
Pass credit card fees onto guardians - You can elect whether the center or the guardian will incur credit card fees for transactions.
Pass ACH fees onto guardians - You can elect whether the center or the guardian will incur credit card fees for transactions.
Reminders & Notifications
Parent statement emails
You can select the timing when primary guardians will receive a statement to their email address. You can set this to "None" and no statements will be sent out.
Parent statement minimum amount
This setting allows you to set a limit for the minimum balance required to send out an automated invoice. For example, if you only want to send a statement to families with over a $100.00 balance, this is where you would set that limit.
Overdue reminders
You can customize how often guardians should be reminded to pay an overdue statement. This can be set to "None" to not have any overdue reminder emails sent out.
Overdue reminder minimum amount
This setting functions similarly to the Parent minimum statement amount in that you are able to set the limit for the overdue amount required to send out an automated overdue reminder. For example, if you only want to send an overdue reminder to families with a balance over $100.00 overdue, this is where you would set that limit.
Payment notifications by email
If you would like to be notified via email every time a payment is processed, then you can enter an email into the field to receive a notification. If you do not with to receive any notifications when payment is processed, then leave this section blank.
Autopay
Guardians will have the option to enroll in autopay when adding a payment method, but you can make autopay mandatory by enabling this setting. Our Enabling mandatory autopay for guardians article covers this setting in detail.
Payment methods
These settings allow you to control how the guardians can pay your center for tuition and program fees.
Enable guardians to pay with ACH - You can elect whether guardians can use ACH payments to pay for their bill.
Enable guardians to pay with credit card - You can elect whether guardians can use credit cards to pay for their bill.
