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Bank Account Added to Receive Settlements

105 views 0 April 19, 2022

  1. Click on “Settings” in the top right-hand corner.
  2. Select the “Billing” tab.
  3. Select the “Online Billing” tab.
     
  4. Accepted Online Payments – If you are a multi-location organization, identify if you will be adding a “Master Receivables Account” or “Receivable Accounts by Location” by selecting the appropriate option from the drop-down menu.
  5. Toggle on “Online Payment”
  6. Toggle on which payment methods you are going to accept from your families.
     
  7. Fill out the “Secure Receivables Account Setup (1 of 2)” form and send your required billing documents to your Success Coach, (if you have not already done so).
  8. Click “Submit Application”.
     
  9. Once your application has been approved,  fill out the “Secure Receivables Account Setup (2 of 2)”  form with your bank account information. You will not be able to access this section until you have received an approval message from the section above.
    You will know your application has been approved when the Account Verification Status bar is Green and says “Account Application Complete”.
  10. Click “Link Bank Account”.

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Getting Started
  • Bank Account Added to Receive Settlements
  • User Features
  • How to use the Classroom App
  • Editing Location Information
  • Adding Program Pricing to a Program
  • Configuring Discounts
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Popular Search:Enroll a child