Set up a bill payer account automatically when a registration fee is paid

TABLE OF CONTENTS

• Introduction
• Set up a bill payer account automatically when a Registration Fee is paid

Introduction

When you set up Web Admissions in the Engage Portal, you have two options when a parent pays a registration fee:

• The payment goes via a Sundry Account. (You only need to have a bill payer account when the parent pays a Pupil Deposit.)
• A bill payer account is set up automatically.

Set up a bill payer account automatically when a Registration Fee is paid

1. Go to Fees > Setup > Fees Policies and select the Parent Defaults tab.
2. Check that you have the correct settings for new bill payer accounts. The system uses these to add a new account in the Parent Default screen when the parent pays a registration fee.
3. In the Staff Portal go to Admin > Admissions Control and select the relevant form the Edit Template drop-down.
4. In the Charge Fee (Online Payment) section towards the bottom of the page, select the Parent Account option.
5. Select Save Template at the top of the screen.

For more information on Parent Default settings please see the Engage Fees Setup guide (Fees Policies section).