How To Manage The Payment And Billing Profile

StoryPark Manage's comprehensive billing system allows you to create charges, send invoices automatically, and even collect payments on a scheduled direct debit day.

Once you have added your service(s), you can set up your billing profile in StoryPark.

This help document demonstrates how to set up your payment and billing profile, including whether you would like to charge families in advance or arrears, and which payment methods you would like available for your service.

Step 1: Select settings from the left-hand menu bar.



Step 2: Click on the 'payment & billing profile' icon.


Step 3: Locate the service for which you wish to create/update the billing profile. Click on the three dot menu that is on the right-hand side of the payment's details and click the 'edit' option.


Step 4: Tick the boxes of the payment methods you would like to make available for the families.

Direct-to-centre: Select this option if you would like families to make payments to your bank account via internet banking, EFTPOS, payment over the phone or cheques.

Direct debit: Select this option if you would like to debit a family's account via direct debit automatically. If you choose this option, you will be able to accept credit cards, debit cards through visa/master/amex cards. You can also debit bank accounts.

Bpay: Select this option if you would like families to make payments using bpay. If you choose this option, families will be able to make bpay payments from their bank accounts.


Step 5: Select your preferred billing methods. If your service is a centre-based service or OSHC, we would have selected booking-based billing automatically for you. For kindergarten & preschools, you may wish to select term-based billing.

For booking-based billing, you will need to select whether you would like families to be charged in advance or arrears.
Charge-in-advance: Select this option if you want families to be charged in advance before the care is provided. You will be able to charge 7, 14, 21 or 28 days in advance.

Charge-in-arrears: Select this option if you would like families to be charged by terms. You will be able to add term charges to a family's account whenever you wish and generate an invoice according to your need.


Step 6: Once you have selected how you will charge families, select which day of the week families will receive their invoices.
You can also select the default direct debit days on which all payments will be processed through an online gateway. Unless families have selected another direct debit day, the money will be debited on your preferred direct debit day.

Please select the invoice frequency.
Weekly: Invoices will be generated every week for the number of days you charge in advance or a week in arrears.

Fortnightly: Invoices will be generated every fortnight for the number of days you charge in advance or a fortnight in arrears.

28 days: Invoices will be generated every 28 days for 28 days in advance. This option is not available for the customers who are charged in arrears.

If your charge method is "charge in advance", you need to select how many days in advance you would like to charge the families. You do not need to select this option if you charge in arrears.


Step 7: Once you have entered the relevant details, select save.

For more information, please browse through our support documents or alternatively contact our support team.
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