Payment Instructions

Last updated: January 2025

The Payment Instructions feature allows you to update and save payment guidelines for the guardian portal.

Access and Navigation

To access this module, go to Planning > Finance Setup > Payment Instructions

If you cannot view the link from the list, check the privilege assigned to your account or role.

Add/Edit the Payment Instructions

Enter the payment methods (e.g., bank transfer, online payment, etc.) in the text box. Your changes will be automatically saved once you click anywhere else on the screen or navigate away, so there’s no need for manual saving.

These instructions are shown during the enrollment process to guide guardians in understanding the available payment methods.

Delete the Payment Instructions

Click inside the text box and delete the contents you desire. Your changes will be automatically saved once you click anywhere else on the screen or navigate away

Last updated

Was this helpful?