Payment Schedules Webinar Video

This webinar offers a detailed walkthrough of automated payment scheduling in TASS web Finance > Parent Accounts > Billing Cycle > Payment Schedules, integrated with Parent Lounge and School EasyPay. It shows how schools can improve cash flow, reduce administration, and strengthen security and compliance. It covers the end‑to‑end payment lifecycle, including configuring payment schedule frequencies, enabling parents to set up and manage payment methods and instalments in Parent Lounge, automating payment processing and reconciliation, and using personalised communications, dashboards and reports to track activity and forecast income. The session also highlights PCI DSS compliance, RBA surcharging considerations, real‑world pilot feedback, and practical setup guidance to help schools confidently roll out automated fee collection.

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00:02 – Webinar welcome and overview
00:36 – Benefits of automated payment scheduling
01:40 – Improving cash flow and reducing administration
02:53 – Automated processing and reconciliation
06:18 – Security, PCI DSS compliance and surcharging
08:42 – Overview of payment scheduling features in *TASS.web
09:31 – Billing and fee collection workflow
10:47 – Configuring payment schedules and frequencies
12:11 – Behavioural options, delays and retries
14:46 – Handling levies and overdue balances
15:18 – Parent experience in Parent Lounge
17:47 – Creating and managing a payment schedule
19:53 – Changing payment methods and delaying instalments
21:39 – Automated communications and email templates
23:51 – Dashboards for tracking schedules and income
27:18 – Reporting and income forecasting
29:00 – Pilot school feedback
30:07 – Availability, costs and setup process

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