Updating Stored Payment Info
Posted March 10, 2021
Users have various ways to manage Stored Payment Info. Once customers have Stored Payment Info saved, the school can use it to automatically draft funds once associated invoices are due.
The Stored Payment Type determines which invoices are charged through which Stored Payment Info.
Example: A user may use a different Stored Payment Type such as “Tuition” to pay for tuition as opposed to “Summer” for summer classes. In this case, (Re) Enrollment Contract and billing portals will allow updating “Tuition” Stored Payment Info and Summer Stored Payment Info independently of each other.
Before your users can save Stored Payment Info, follow these steps:
1. Configuring Stored Payment Type
2. Setting up Auto-Pay Configuration (Finance) for each payment type (echeck, credit card) and each Stored Payment Type
3. CMS Portal: Stored Payment Info Management Widget
There are six ways to update Stored Payment Info:
1. Updating Stored Payment Info: CMS Portal
2. Updating Stored Payment Info: (Re) Enrollment Contract
3. Updating Stored Payment Info: Activity Sign-Ups
4. Updating Stored Payment Info: Online Donations
5. Updating Stored Payment Info: Finance Portal
6. Updating Stored Payment Info: Development Portal
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