Online Payments in Parent Lounge Checklist

This checklist is to be used as a guide during the implementation of the school's online payment facility in Parent Lounge to ensure all setups and procedures are completed correctly.

It covers the Parent Lounge:

Accounts & Payments > School Fees Account.
Accounts & Payments > Events and Payments options.
Student Details > Extra Curricular Activities with 'Pay at Sign-up'.

Refer to the 'Commercial Debtors Online Payments Portal Checklist' for details on setting up the Parent Lounge Accounts & Payments > Online Payments Portal option.

Step	Menu Path	Details	✅
1	How To / Checklists > Parent Lounge: How to Set Up the PayWay Net Payment Gateway. How to Set Up the NAB Payment Gateway. How to Set Up the BPoint Payment Gateway. How to Set Up the OZOW Payment Gateway.	Using the 'How To' guide for your chosen payment gateway, complete 'Step 1 – Getting Started'. Fill out the form in Step 1 and submit it to the bank.	🔲
2	How To / Checklists > Parent Lounge: How to Set Up the PayWay Net Payment Gateway. How to Set Up the NAB Payment Gateway. How to Set Up the BPoint Payment Gateway. How to Set Up the OZOW Payment Gateway.	Using the 'How To' guide for your chosen payment gateway, complete the network requirements in 'Step 2 – Information for Network Administrators'.	🔲
3	How To / Checklists > Parent Lounge: How to Set Up the PayWay Net Payment Gateway. How to Set Up the NAB Payment Gateway. How to Set Up the BPoint Payment Gateway. How to Set Up the OZOW Payment Gateway.	Once you have received your establishment details including your 'Login Name' and 'Password' for your payment gateway (as a result of completing Step 1), complete the remaining steps in the 'How To' guide for your chosen payment gateway.	🔲
4	TASS.web System Admin > Utilities > API Gateway Maintenance on the ‘External APIs’ tab within ‘Payment Gateways’.	On the ‘External APIs’ tab, select the ‘View’ link next to 'Payment Gateways’. Set up the parameters for each payment option you want to make available to parents in Parent Lounge. Examples Parent Account Payment (available in the Parent Lounge top menu Accounts & Payments > School Fee Account). Events and Payments (available in the Parent Lounge top menu Accounts & Payments > Events and Payments and through the Homepage menu Events and Payments). Extra Curricular Activities with 'Pay at Sign-up' (available in the Parent Lounge top menu Students > Extra Curricular). This step may have already been included in the How To guide from Steps 1 and 2.	🔲
5	TASS.web System Admin > Utilities > API Gateway Maintenance.	Click the 'Test' action link to test the connection. If the test screen does not return 'Passed' for both tests performed, redo from Step 2 above. This step may have already been included in the How To guide from Steps 1 and 2.	🔲
6	TASS.web Finance > Parent Accounts > Setup Information > Parent Accounts Setup	On the 'Parameters' tab check: The 'Statement Settings' are set up. In particular, the 'Sender Email' field is required by the web receipt email function. That Building Fund details are correctly set up. On the ‘GL Integration’ tab check: The Surcharge Account is correct. This is the account in the General Ledger to be used for surcharges collected from online payments made in Parent Lounge. Surcharging integration is only available when using School EasyPay, the CBA BPoint payment gateway and the Hosted Payments Page. To enable surcharging, ensure that a General Ledger control account for GST on incurred expenditures is specified in the ‘Tax Account’ field of TASS.web Finance > Accounts Payable > Setup Information > Accounts Payable Setup on the ‘Parameters’ tab.	🔲
7	TASS.web Student Admin > Parent Records > Setup Information > Parent Lounge Setup	On the ‘General’ tab, decide if you would like to show or hide Split Family Access Payment Methods from being visible in Parent Lounge Accounts & Payments > School Fees Account. A parent with ‘Split Family Access’ enabled can have Payment Methods assigned or unassigned to their SFA Number in TASS.web Student Admin > Parent Records > Setup Information > Parent Lounge Setup on the ‘Split Family Access’ tab. On the 'Homepage' tab check: The relevant Menu Item is Active.	🔲
9	TASS.web System Admin > Users > Portal Security Permissions for Parent Lounge	Ensure Parent Lounge users can access the areas where you have added the Payment Gateway.	🔲
10		Run test transactions using the test merchant.	🔲