How to Enable Parent Lounge Edstart Payment Plans

Step	Menu Path	Details	✅
1	TASS.web System Admin > Utilities > API Gateway Maintenance.	On the External APIs tab, select 'View' for 'Payment Gateways'. Click the 'New Payment Gateway' button and add the API details using the credentials provided by Edstart. Save Click 'Test' to check that the connection has been made successfully. The following permission must be enabled to set up a Payment Gateway: API Gateway Maintenance - Payment Gateways	🔲
2		Check that Parent Accounts are set up correctly: Parent Accounts Setup Checklist	🔲
3		Process school fees according to your preferred method: How to Bill School Fees in Advance How to Process Annual Billing Auto Account Billing Checklist	🔲
4	TASS.web System Admin > Users > Portal Security Permissions	Enable the following permissions for Parent Lounge: School Fees Account School Fees Account – Edstart Payment Plan	🔲
5	Parent Lounge Accounts and Payments > School Fees Account > Payment Plan	Parents log into Parent Lounge, and select New Payment Plan to apply to Edstart to create a personalised payment plan suitable to their situation. Parents must not have a Payment Schedule already set up using School EasyPay.	🔲