Manage Family Payment Settings

Use Payment Settings to manage how families pay tuition and fees. Update due dates, payment methods, and accounts to align payments with your school’s billing schedule.

Access a Family's Payment Settings

1. From the family's Main Family Page, select the arrow menu on the left.

2. Select More Options, then Payment Settings.

Set a Family's Due Date

Select a Due Date to set the day of the month when the family's tuition and fees are due.

If the desired due date is not available, contact Support.

Note: If you update the due date after the current month’s due date has passed, the new date takes effect in the following month.

Before You Update a Family's Payment Method

Check the Notes & Requests section for any notes about an automatic payment method placed on "permanent block".

• If a permanent block exists, the family must update their payment information through the Parent Site or contact the Parent Help Center.

• School users cannot remove permanent blocks.

Set or Change a Family's Payment Method

1. On the Payment Information tab, select a Payment Method:

   • Invoice

   • Auto Debit From Bank Account (ACH)

   • Auto Debit From Card

2. Enter the required payment details.

3. Select Save.

   Note: The newly added account becomes the Primary payment account automatically.

Understand Bank Account (NACHA) Validation

When a payer's bank account information is updated or a new bank account is added, the bank account goes through a validation process to ensure it is open, active, and can receive ACH transactions before processing payments.

• Payments remain "On Hold" until validation is complete.

• Valid accounts process payments on the fourth business day and follow the standard remittance schedule.

• Late fees are not assessed on payments in "On Hold" status if the payments were submitted before the due date and the account passes validation.

• If validation fails, the payer is notified by email and late fees may apply.

Tip: Run the Failed Bank Account Validation report in Reports, Static Reports to identify failed accounts.

Add a Payment Account

Add a new payment account for the selected Payment Method.

To add a new payment account for a different payment method, see Set or Change a Family's Payment Method.

1. In Payment Information, select:

   • Add Bank Account or

   • Add Credit/Debit Card

2. Enter the required details.
   

3. Select Save.

   Note: The newly added account becomes the Primary payment account automatically.

Set a Family's Payment Account to Primary or Backup

If a family has multiple bank accounts or multiple payment cards, use Status to designate the Primary and Backup accounts.

Note: The Backup account is not used when a payment fails. The backup functionality gives you the ability to switch between payment accounts without having to re-enter the account information.

Primary and Backup status cannot change the payment method. To switch methods, select a new payment method and add a new payment account.

Inactivate a Family's Payment Account

Select Inactive to remove a payment account.

If you inactivate a bank account with a payment in On Hold status:

• You can choose to fail the payment or cancel the change.

• If you keep the payment, wait until it is processed (up to 4 business days) before inactivating the account.