Parent Billing and Payments

Customize Payment Methods for Your Invoices
Allow your customers to pay their invoice by ACH only, credit card only, or both. If you have both ACH - direct to bank - payments, and credit card payment...
Mon, 25 Oct, 2021 at 2:26 PM
Advanced Customization
The Advanced Customization tool allows you to tailor the appearance of invoices, receipts, and website payments so you can ensure a consistent brand experi...
Mon, 25 Oct, 2021 at 2:26 PM
ACH Auto-Reconciliation
The payments list will tell you if the ACH transaction is currently in the settling process, if the transaction has settled and funded to you, or if the tra...
Mon, 25 Oct, 2021 at 2:26 PM
Viewing Payment Details in Deposit Reports
You can review payment details for each transaction that is included in your deposit. With this feature, you can better track your individual transactions ...
Mon, 25 Oct, 2021 at 2:26 PM
How to Create Catalog Items
Creating Programs in your catalog allows you to quickly add frequently purchased items to a transaction.  To get started creating your first item or servic...
Mon, 25 Oct, 2021 at 2:26 PM
Recurring Payments
How do I setup a recurring payment/invoice online? Use the following process to setup a recurring payment or invoice: 1. Select the plus button in the upp...
Mon, 25 Oct, 2021 at 2:26 PM
Split and Partial Payments
The Parent Billing Platform allows you to easily accept split or partial payments against an invoice. For example, this allows your parents to easily split ...
Mon, 25 Oct, 2021 at 2:27 PM
Merge Duplicate Parents
We understand that sometimes duplicate customers are created within the Parent Billing portal. With this in mind, we created the ability to merge duplicate...
Mon, 25 Oct, 2021 at 2:23 PM
Upload a Logo
Uploading your company logo will automatically add your logo to your website payments page, printed and emailed receipts and invoices.  Select the Setting...
Mon, 25 Oct, 2021 at 2:27 PM
Marking an Invoice as Paid When Collecting Alternative Payments
If the parent has paid for an invoice outside of the Parent Billing portal (with cash or check, for example), you can mark that invoice as paid. Follow the ...
Mon, 25 Oct, 2021 at 2:28 PM