How to Enable Parent Lounge Edstart Payment Plans

1

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

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.