Parent Portal Policies and Payments FAQ

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My legal policies (Agreement Texts) aren't showing up inside the Portal.
Create or edit your legal policies in Tools > Online Web Registration > Agreement Text (Legalese).   Your families can view your policies in the Portal by navigating to Billing & Payments on the menu and selecting the Policies ic...
How do I require all my current customers to sign/agree/re-agree to some new policies that we just added?
Go to Tools > Parent Portal > Settings  and and enter a date in the Policies Agreement Date box field that is the date you revised your policies. You also need to enter text into the Policies Agreement Message Text box. This text will th...
Can my families PAY me online?
If you have both the Portal and ePayments set up, then yes, your customers may log into their portal and submit a payment to you. It will travel through your Gateway to your Merchant account, just as your internal database ePayments do, and it w...
The "Make a Payment" button is missing from our Portal's "Fees and Payments" tab. Where is it?
The "Make a Payment" button shows up AUTOMATICALLY when these two things are true: 1) you are connected to ePayments via one of our gateway providers and 2) you have checkmarked the "Make a Payment" setting on your Portal Set...
Can my customers pay online via Square?
No. Square (Square Market) doesn't allow payment through your website nor a 3rd party website. Square does not integrate with other systems. This information can be found on Square's API webpage .  If you use Square, you will need to a...
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