Setting Up Your Payment Methods

Offer specific payment options and notify customers of your accepted methods

Activating Payment Methods

1. Click < to the right of Billing.
2. In the expanded menu click Settings and then Payment Methods.
3. Enable the payment methods you wish to accept by clicking the Enable buttons.

You will have additional options available to you:

• Receipts: When enabled, your customers will receive email receipts for successful payments.
• Show on Portal: This setting allows you to display the payment method on the Parent Portal.
• Show on Invoice: This setting allows you to display the specific method on the invoice among available payment methods.
• Allow part payments: This option is only available for the Debit/Credit Card method. It allows your customers to make partial payments.

For bank transfers, you will also have the option to input your bank details so that customers can see them on the portal or on the invoice.

Once activated, these payment methods will appear on all future invoices, informing your customers how to pay.

Activating Online Payments

To set up online credit/debit card payments, refer to our separate article on configuring online payments.

• Stripe: ➡️ Setting Up Debit/Credit Card Payment Method
• GoCardless ➡️ GoCardless - Introduction

Managing Additional Recipients

Need to send receipts to another email address? Use the 'Manage Additional Recipients' option to add the email addresses you want to receive copies of receipts.

With these steps, you can easily manage your payment methods and keep customers informed! 👍