Products
Admissions & Enrollment
After School Activities
API
Cafeteria & POS
School CRM
Data Analytics & AI
CMS
Donations
Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
Dance and Theater Schools
Youth Programs
Why PCR Educator
Team
Knowledge Base
FAQ
Training and Support
PCR independent school management solution and website
Products
Admissions & Enrollment
After School Activities
API
Cafeteria & POS
School CRM
Data Analytics & AI
CMS
Donations
Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
Dance and Theater Schools
Youth Programs
Why PCR Educator
Team
Knowledge Base
FAQ
Training and Support
Sign In
Demo
School CRM
Blog
Automated Payment Processing (Finance)
Automated Payment Processing (Finance)
Automated Payment Processing (Finance)
Automated Payment Processing
can be initiated by PCR Educator Finance System or by your finance staff. The typical cycle follows this process:
- Parents/Students sign up for automated payments during enrollment and specify their preferred credit card or eCheck. During this time they are able to select available payment plans based on the plans offered by your organization. In some cases it means that they have multiple options such as monthly, yearly, semi-annually. In other cases, you may specify that the total amount due will be collected by a certain date unless the payment is received earlier.
Note
: When parents enroll for auto-pay through the (re)enrollment contract, their existing stored payment information associated with the same
Stored Payment Type
will be overwritten. If you wish to allow parents to use different stored payment information for each year, you must create a different
Stored Payment Type
for each year. Please see
Auto-Pay Configuration (Finance)
for more information.
- Parents/Students update their preferred credit card or eCheck through their portals using CMS Website in case their information changes.
- Process payments:
-If manual setting is used, finance staff need to select all AR Customer Invoices that they want to process and use the multi-action Auto-Pay to verify the charges and initiate the charge.
Note
: The “review invoice” step provides the opportunity to review the invoices which are being charged, and exclude individual invoices at this time by unchecking the checkbox.
Note
: The “process payments” step shows a summary of every payment which will be made. The “Amount” is the total of the invoice amounts to be paid. The “Fee” is the convenience fee which will be invoiced, if applicable. The “Total” is the actual amount which will be processed and is the sum of the Amount and Fee.
Note
: The “process payments” step shows a summary of every payment which will be made. The “Amount” is the total of the invoice amounts to be paid. The “Fee” is the convenience fee which will be invoiced, if applicable. The “Total” is the actual amount which will be processed and is the sum of the Amount and Fee.
Note
: The processing of payments after the submit button is pressed may be a long running process as each payment request needs to be submitted to the Payment Processor and the result returned to PCR Educator.
-If auto setting is used, PCR Educator automatically processes all customer invoices that match the configuration.
- Whether the Auto-Pay is run manually or automatically, after the payments are processed, review the
Auto-Pay Results (Finance)
to see if there were any unprocessed items.
See also
Auto-Pay Configuration (Finance)
Automated Payment Processing
Auto-Pay Results (Finance)
Stored Payment Info
Stored Payment Type
Action
Staff
DAT
Linkedin
301-947-7380
sales@pcreducator.com
Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.