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Updating Stored Payment Info
Updating Stored Payment Info
PCR Educator provides users with various ways to manage
Stored Payment Info
. Once customers have
Stored Payment Info
saved, the school can use it to automatically draft funds once associated invoices are due.
The
Stored Payment Type
determines which invoices are charged through which
Stored Payment Info
.
Example:
A user may use a different
Stored Payment Type
such as “Tuition” to pay for tuition as opposed to “Summer” for summer classes. In this case,
(Re) Enrollment Contract
and billing portals will allow updating “Tuition”
Stored Payment Info
and Summer
Stored Payment Info
independently of each other.
Before your users can save
Stored Payment Info
, follow these steps:
1.
Configuring Stored Payment Type
2. Setting up
Auto-Pay Configuration (Finance)
for each payment type (echeck, credit card) and each
Stored Payment Type
3.
CMS Portal: Stored Payment Info Management Widget
There are six ways to update
Stored Payment Info
:
1.
Updating Stored Payment Info: CMS Portal
2.
Updating Stored Payment Info: (Re) Enrollment Contract
3.
Updating Stored Payment Info: Activity Sign-Ups
4.
Updating Stored Payment Info: Online Donations
5.
Updating Stored Payment Info: Finance Portal
5.
Updating Stored Payment Info: Development Portal
See also
Updating Stored Payment Info: (Re) Enrollment Contract
CMS Portal: Stored Payment Info Management Widget
Updating Stored Payment Info: Development Portal
Updating Stored Payment Info: Activity Sign-Ups
Updating Stored Payment Info: Online Donations
Updating Stored Payment Info: Finance Portal
Updating Stored Payment Info: CMS Portal
Auto-Pay Configuration (Finance)
Configuring Stored Payment Type
(Re) Enrollment Contract
Stored Payment Info
Stored Payment Type
Online Donation
Donation
Fund
User
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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