Quick-start 3: How to Set Up Billing Profiles for your Centres

Sit back and relax with Storypark Manage's comprehensive billing system. Create charges, send invoices automatically, and even collect payments on a scheduled direct debit day.

Now you can automatically collect late pickup, early drop-off, late bookings & late cancellation fees depending upon your settings! To enjoy the benefit of our automated system, you need to first set up your billing profile.

Once you have added your centre(s), you can set up your billing profiles in Storypark Manage. You will be able to create one billing profile and apply it to multiple centres saving you significant time setting up your centres.

Now let's learn how to set up a billing profile for your centres in Storypark Manage.

To set up a billing profile from onboarding wizard, click on the button set up your billing profile.



Here, You will be able to watch a help video that will show you what needs to be done to set up your billing profile. Once you have watched the video, you can skip to next steps by clicking on the down arrows at the bottom of the video.

Step 1:



Select the payment methods you would like to offer to your families.

Direct to Centre (Select this option, if you would like families to make the payment 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 the families account via direct debit automatically. If you choose this option, you will be able to accept the credit card, debit card through VISA/MASTER/AMEX cards. You can also debit the bank accounts)

Bpay (Select this option, if you would like families to make the payment using Bpay. If you choose this option, families will be able to make the Bpay payments from their bank account)



Step 2:

Select your preferred billing methods.

Booking Based Billing (Select this option, if you would like families to be charged by the bookings. Depending upon your invoice cycle, based on the bookings entered in the system, families will be invoiced accordingly)

Term Based Billing (Select this option, if you would like to families to be charged by Terms. You will be able to add term charges to the families account whenever you wish and generate the invoice according to your need. )



Step 3:

If you have selected Term Based billing method, please move to step

If you selected booking based billing, now 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 and 28 days in advance)

Charge in Arrears (Select this option, if you would like to families to be charged by Terms. You will be able to add term charges to the families account whenever you wish and generate the invoice according to your need.)



Step 4:

Once you have selected how you charge, now you can select which day of the week families will receive the invoices.



Step 5:

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.



Step 6:

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 charge in arrears)



Step 7:

If you charge method is charge in advance, you need to select how many days in advance you charge. You do not need to select this option if you charge in arrears.



Step 8:

Now give a name to your billing profile.



Step 9:

Finally, assign this billing profile to the centres you have in Storypark Office. Once done click on Submit.



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