Payment Method Report

This article will assist you with viewing the Payment Methods for your Families.

Overview

Payment Methods can be:

Direct Debit - Credit Card/Direct Debit via Paychoice

This method also includes:

• Gap Fee
• Gap/Up to Amount
• Recurring

Direct to Centre - Family is paying over the Counter eg. Eftpos payments

B-Pay - Family is using their unique Biller Reference Number to pay their Account.

Viewing Payment Methods

To view the set payment methods for all of your Families.

1. Select the Payments & Billing Screen
2. Select the Accounts Tab
3. Select the Families on the left hand side
4. Select Bulk Action
5. Select Export to Excel

The report can be filtered on, selected Payment types or Famlies.

6. Displays the Payment Method
7. Displays for Direct Debit Families their set option eg. Gap Fee, Gap/Up to Amount or Recurring

Updated on: 23/08/2021