Overview
When making electronic check/ACH/PAD payments within the Application Form, Enrollment Contract, or within the Billing Management tab, parents/payers have a workflow of steps to follow so they can connect their bank account for either a one time, manual, or automated ACH/PAD withdrawals.
Payment Workflows
There are 3 different payment workflows depending on your location and payment processor as explained below. Please note the differences, and if you would like to complete the complimentary migration from Stripe Legacy to Payments, please reach out to the Support team.
Payments - US
The verification process is automatic for families that choose a direct log-in (SSO) and for those that prefer to manually enter their banking details.
Workflows
Option 1: Logging in directly allows your parents/payers to make an immediate payment. They can click on the 'Agree' button to proceed.
Next, they'll be asked to type and select their bank.
Option 2: If the parent/payer is unable to find their bank, they can choose to manually add their account as noted by the arrow in the screenshot above. Next, they'll be able to enter these details.
IMPORTANT NOTE: there are no micro-deposits if your schools is using Payments.
Payments - Canada (PADS)
For ACH/PADS in Canada, parents need to manually enter their banking information and will be verified automatically without having to enter micro-deposits. Please note, there is no direct log-in option currently for Payments schools in Canada.
Workflow
Manual Entry: When parents choose to connect their bank account or pay through Pre-Authorized Debits they will be asked to enter their banking information.
Next they will see a confirmation screen.
Stripe Legacy - US and Canada
For schools that are still on Stripe Legacy and that haven't completed their complimentary migration to Payments (contact Support to make the change), parents/payers can choose a direct log-in (SSO) process with their bank, which will automatically verify the parent/payer without having to enter micro-deposits. However, if a parent/payer chooses to manually enter their banking information, then they will be required to confirm 2 micro deposits to verify their account.
Workflows
Option 1: Logging in directly allows your parents/payers to make an immediate payment. They can click on the 'Agree' button to proceed.
Next, they'll be asked to type and select their bank.
Option 2: If the parent/payer is unable to find their bank, they can choose to manually add their account as noted by the arrow in the screenshot above. Next, they'll be able to enter these details.
This initiates the microdeposit process. Families that prefer to enter their banking information in manually when making ACH payments will be required to verify two micro-deposit amounts deposited within 1-3 business days to their bank.
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Click here to learn about the micro-deposit process.
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The steps for this are also outlined on the Parent Portal Help Site: https://www.finalsite.com/schooladmin-parent-portal-help
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To remove the microdeposit workflow and allow parents to connect immediately when manually entering, switch to Payments today.
IMPORTANT DISCLAIMER: If your school has NOT migrated to Payments yet, please click on 'Contact Support' in the upper right of your site, or email the team at enrollmentsupport@finalsite.com. This is a free migration and one we strongly recommend making.
Click here to read about the many benefits of using Payments such as the removal of micro deposits for your families when setting up ACH withdrawals!
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