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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
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CMS Portal: Stored Payment Info Management Widget
CMS Portal: Stored Payment Info Management Widget
CMS Portal: Stored Payment Info Management Widget
In order to configure
Stored Payment Info
in CMS Portal, please follow these steps:
- Navigate to the page where you would like parents to sign up for
Stored Payment Info
or create a new page
- Add “Household Auto Billing” widget to the page. It is found within the “Payments” category.
- Specify settings such as “Allow Banking”, “Allow Credit Card”, “Allow Update”, etc.
- Ensure that the “Is Live” setting is checked.
- Specify
Payment Configuration
(see
Auto-Pay Configuration (Finance)
) and Vault Type (
Stored Payment Type
)
- Click Save.
User
s should then be able to sign up for auto-pay.
Note:
You may consider creating different
Stored Payment Info
pages for various kinds of invoices such as for tuition invoices as opposed to summer/activity invoices.
See also
Auto-Pay Configuration (Finance)
Payment Configuration
Stored Payment Info
Stored Payment Type
User
DAT
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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
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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.