CMS Portal: Stored Payment Info Management Widget
Posted August 19, 2026
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.
- If you want families to pause and resume their own automatic payments, check “Allow Family Pause”. This setting is off by default. When it is on, families see a Pause Automatic Payments button alongside their stored payment. Pausing stops automatic charging only, and the family can still pay whenever they choose. See Paused Stored Payment.
- Ensure that the “Is Live” setting is checked.
- Specify Payment Configuration (see Auto-Pay Configuration (Finance)) and Vault Type (Stored Payment Type)
- Click Save.
Users 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.
Related articles
More from the Knowledge Base
Still have questions?
Live chat is staffed weekdays 8 am to 7 pm ET. Tickets get a response within one business day.
New to PCR Educator?
If you landed here from a search and want to see what PCR Educator can do, the demo is the fastest way in. Thirty minutes, no commitment.