Go to website

• Payments & Billing Overview

  Payments & Billing Overview **Step 1: **Click on payments & billing from the left hand side menu. Step 2: You can now view accounts, payments, scheduled payments, misc. charges, invoices and statements. Step 3: Accounts - Where you can view all accounts information and records, add charges and much more.Very popular

• How To Read a Families Invoice

  Payment Method: This indicates how you are to pay your fees. If this reflects ‘direct debit’, the total amount due will automatically be deducted from your nominated bank account or credit card on the due date. Invoice Period: This refers to the date range your fees are for. ![](https://storage.crisp.chat/users/helpdesk/website/aca01dab19b6d800/screen-shot-2021-04-07-at-1211_1hd5a74.pnVery popular

• How To Manually Schedule Recurring Direct Debit Payments

  This help document will show you, how to can add recurring direct debit payment. This could be used to set up a payment plan for a family. Step 1: Select payments and billing from the left-hand menu. Step 2: Select scheduled payments. Step 3: Click the green plus box sign to create a recurrinVery popular

• How To Record A Bond Payment

  Bonds are payments made in advance (usually at the beginning of care) by a guardian to cover any unpaid fees when the child finishes care. If the fees are paid in full when the child finishes, then bonds can be refunded at the service's discretion. Step 1: Once you have logged into Storypark Manage, select payments & billing from the left-hand side menu. Step 2: Select payments from the top meVery popular

• How To Complete A Once-Off Debit Online (Using A Credit Card Or Bank Account)

  In this document, we will show you how you can simply add a once-off debit online payment. Debit online is used to debit a family, using a credit card or bank account for an unscheduled or a once off payment. Step 1: Select payments & billing from the left hand side menu. Step 2: Select accounts from the top menu. This will bring you to the Payment Accounts screen, where you can select 'AVery popular

• Invoice Screen Overview

  This help document will assist you with navigating and reading the payments page. This help document will assist you in how to read a family invoice and navigating through the invoice. Step 1: Select the payment and billing from the left-hand side menu. Step 2: Select Invoices from the top menu. ![](https://storage.crisp.chat/users/helpdesk/website/54ba2c1cfVery popular

• How to Transfer Balance from One Account to Another

  Transferring a balance from one account to another can be done through the payments and billing module. This can be used in different circumstances such as changing a CCSS claimant or payer. Step 1: Once you have logged into Storypark Manage, select payments & billing from the left-hand side menu. This will bring you to the Payment Accounts screen, where you can select 'Add a charge' from theVery popular

• How To Record A Once-Off Payment

  How to record a once-off payment? This help document, will show you multiple ways in which you can add a once off payment. This could be used if a guardian is paying to settle their account at the centre. Option 1: Payments & Billing - Payment Accounts Step 1: Once you have logged into Storypark Manage, select 'Payments & Billing' from the left-hand menu. **Step 2: **This wiVery popular

• How to Add a Term Based Billing Charge

  Some services, like kindergartens, may wish to bill by term rather than by session. Storypark Manage has been configured so term based billing is simple for these services to manage. Step 1: On the left-hand side menu, select Payments & Billing and then Misc. Charges. Step 2: Click on the green + on the right side of the page to add a new misc. charge. ![](https://storage.crisp.chaPopular

• Accounts Screen Explained

  Accounts Screen Explained This help document will assist you with navigating and reading the accounts page. This accounts page will allow you to view all account information and outstanding debt. Step 1: Select the payments and billing from the left-hand side menu. **Step 2: **Select the accounts page from the top menu. ![](https://storage.crisp.chat/users/helpdesk/website/aca01dab19b6Popular

• Payments Screen Explained

  Payments Screen Explained This help document will assist you with navigating and reading the payments page. This page will allow you to view all payment information and the status of the payment. Step 1: Select payments and billing from the left-hand side menu. **Step 2: **Select the payments page from the top menu. ![](https://storage.crisp.chat/users/helpdesk/website/aca01dab19b6d800Popular

• Misc. Charges Screen Explained

  Misc. Charges Screen Explained This help document will assist you with navigating and reading the misc. charges screen. The misc. charges page will allow you to view all misc. charges information and how you can create these charges. Step 1: Select Payments and Billing from the left-hand side menu. Step 2: Select the Misc. Charges page from the top menu. ![](https://storage.crisp.chat/users/helpdesk/website/d15ead4054f2Popular

• How To Stop Direct Debits Or Change The Scheduled Amount

  How To Stop Direct Debits or Change The Scheduled Amount? This help guide, will show you how to stop an already scheduled direct debit or change the amount. Step 1: Select payments & billing and then select scheduled payments. ![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba94Some readers

• How To Direct Debit A Bond Payment Online

  Bonds are payments made in advance (usually at the beginning of care) by a guardian to cover any unpaid fees when the child finishes care. If the fees are paid in full when the child finishes, then bonds can be refunded at the service's discretion. Step 1: Select payments & billing from the left hand side menu. Step 2: Select payments from the top menu and click the green plus button. ![](hSome readers

• How To Add A Miscellaneous Charge

  This help document, will show you multiple ways in which you can add a Miscellaneous Charge. Such as for an event or an excursion. Please note, before adding a charge, you will first need to create the charge transaction type. In the first step you will learn how you can do this, if you already know these steps or have already created the transaction type please proceed to how to add a charge. Creating a Transaction type Step 1: Once you have logged into Storypark Manage, seSome readers

• Staff Discounts - How to apply childcare discounts for Early Childhood Educators

  Staff Discounts - How to apply childcare discounts for Early Childhood Educators This article will assist you in applying a discount for staff members who have a child in care at your service or another service under the same provider. Overview From 24 January 2022, Child Care providers can choose to offer a discounted fee to employees with children enrolled at one of their services. The discount will not affect the employee’s Child Care Subsidy (CCS) entitlement. This measureSome readers

• How To Read A Family's Statement

  This help document will assist you in reading a family's statement. Step 1: Log into your guardian portal in Storypark Step 2: Click on families in the left-hand menu bar. Step 3: Click on the payments & billing tab in your account. ![](https://storage.crisp.chat/users/helpdesk/website/aca01dabSome readers

• How to Email a Statement?

  How to Email a Statement? In this help document, you will learn how to email a statement to the payment account holder in the Payments and Billings module. A statement will show you the attendance summary, payments made, once off payments or credits made for a selected period of time and year to date absences. Step 1: Once you have logged into Storypark Manage, select payments & billing from the left-hand menu. ![](https://storage.crisp.chat/users/helpdesk/website/aca01dab19b6d80Some readers

• How To Add A Charge

  How To Add A Charge This help document, will show you multiple ways in which you can add a miscellaneous charge, such as for an event or an excursion. **Creating a transaction type ** **Step 1: **Once you have loSome readers

• Scheduled Payments Screen Explained

  Scheduled Payments Screen Explained This help document will assist you with navigating and reading the Scheduled Payments page. This page will allow you to add and schedule a recurring payment(s) and view all details. Step 1: Select the payments and billing from the left-hand side menu. **Step 2: **Select the scheduled payments page from the top menu. ![](https://storage.crisp.chaSome readers

• How To Use The Search Filter Function? (Payments & Billing)

  When using Storypark Manage, you have the option to customise your search results to find exactly what you want! Searching, filtering or refining can help you get a quick overview of the data you wish to view for a specific purpose. Step 1: Select payments & billing from the left hand side menu. Step 2: Select the tab you want to look at from the top menu. ![](https://storage.crisSome readers

• How to Schedule a Once Off Direct Debit Payment

  How to Schedule a Once Off Direct Debit Payment This help document will show you, how you can add a once off payment via Direct Debit. This could be used if a guardian is wanting to settle their account at the center using their current Billing information or using Credit Card/Bank Account Information as a once off. Step 1: Select paymSome readers

• Refunding a Payment

  Refunding A Payment This article will assist you with applying a Refund to a Families Account. Overview Refunds can be applied to Families Accounts, if they have paid to much or may be finishing care at the Service and have a credit balance on their Account.Some readers

• Waiving a Families GAP

  Waiving a Families GAP This article will assist you with the process on applying credits to your Families accounts to remove their GAP. Creating Transaction Categories To allow you to easily apply and track credits to your Families to remove their GAP , we recommend creating a new Transaction CaSome readers

• Payments & Billing - Creating & Viewing Banking Summaries

  This article will assist you with creating and viewing a Banking Summary. A Banking Summary allows the user to reconcile banked transactions, and print out a Summary. This will assist you with financial reporting. Creating a Banking Summary To create a new Banking Summary Select the Payments & Billing Screen From the top toolbar, select the Banking Summary Tab ![](https://storage.crisp.chat/users/helpdesk/website/ee6a8e9338f7c000/e4e9e7f7-4fe9-4aSome readers

• How to View or Download a Statement (Payments & Billing)

  How to View or Download a Statement (Payments & Billing) In this help document, you will learn how to email a statement to the payment account holder via the Payments and Billing module. A statement will show you the attendance summary, any payments made, any once off payments or credits made for a selected period of time and Year to date absences. **Step 1: **Once you have logged into Storypark Manage, select payments & billing from the left-hand menu. ![](https://storage.crispSome readers

• Direct Debit Statuses & Descriptions

  Direct Debit Statuses & Descriptions This article will assist you with understanding the different statuses and descriptions of Direct Debit payments Overview Direct Debits or Scheduled Payments is when a parent has chosen to pay their fees using the 3rd party provider from their Bank Account or Credit Card. The Direct Debit payment will be created automatically during the Services invoicing process.Few readers

• Transaction Statuses

  Transaction Statuses This article will assist you with understanding the different statuses of payments via the SPM program. Overview Payments made via the SPM program will display different statuses in the Payments & Billing Screen. Payments can include: Direct Debit - Transactions using Paychoice for Credit Cards and Bank Accounts Direct to Centre - Over the Counter payments eg. Eftpos B-Pay - Payments made by Families using their Service specific B-PayFew readers

• Payment Method Report

  Payment Method Report This article will assist you with viewing the Payment Methods for your Families. Overview Payment Methods can be: Direct Debit - Credit Card/Direct Debit via Paychoice This method also includes: Gap Fee Gap/Up to Amount Recurring Direct to Centre - Family is paying over the Counter eg. Eftpos payments B-Pay - Family is using their unique Biller Reference Number to pay their Account. Viewing Payment Methods To view the set payment methods foFew readers

• Help Page - Managing Scheduled Payments/Direct Debits Guides & Videos

  Help Page - Managing Scheduled Payments/Direct Debits Guides & Videos This article contains all the links to the University links for Guides and Videos to assist you with managing Scheduled Payments for your Service. Videos Direct Debit Profile how to edit/update Scheduled Payments Screen Overview How to stop direct debits/change amount GuFew readers

• Payments & Billing - Pay Now Option

  Payments & Billing - Pay Now Option This article will assist you with managing pay now payment options for your Families via the Family Portal. Overview The Pay Now Feature will allow the Family to make a payment via the Family Portal. The Family can make this payment regardless of if they are setup for Direct Debit, Direct to Centre or B-Pay payment methods. Activating the Pay Now Feature If you would like this feature to be enabled for your Service.Few readers

• Payment & Billing - Configuring Locked Period Accounting

  Configuring Locked Period Accounting This article will assist you with enabling and configuring Locked period Accounting within the SPM program, to assist you with Financial reporting for your Service. Enabling Locked Period To enable Locked Period Accounting for your Service Select the Settings Screen Within the Settings Screen , select Payment & Billing Settings icon Select the **SFew readers

• Deleting an Incorrect Misc. Charge

  Deleting an Incorrect Misc. Charge This article will assist you with deleting incorrect Miscellaneous charges within the SPM program. Overview The Service may apply miscellaneous account charges to Families, for example: Show or Excursion Charges Automatically applied Early Drop-Off or Late Pick-up ChargesFew readers

• Invoice Overview & Statuses

  Invoice Overview & Statuses This article will assist you with understanding the Status of Invoices. Overview An Invoice is a locked bill that has been generated for a specific period. Any changes after this invoice has been generated will display on the next invoice. Invoice Screen Overview Search Field - Allows you the ability to search on Guardian/Family names Issue Date From - Date to view Invoices from Issue Date To - Date to view Invoices up until dateFew readers

• How to regenerate an Invoice PDF

  How to regenerate an Invoice PDF This article will assist you with regenerating invoices for Families if required. Overview Invoices are automatically sent out to Families according to the Billing Terms and Invoice settings of the Service. **This process allows you tFew readers

• Payments & Billing - Creating & Viewing Banking Deposits

  Payments & Billing - Creating & Viewing Banking Deposits This article will assist you with creating and viewing a Banking Deposits. Creating a Banking Deposit To create a new Banking Deposit Select the Payments & Billing Screen From the top toolbar, select the Banking Deposit Tab ![](https://storage.crisp.chat/users/helpdesk/websiFew readers

• Help Page - Payments & Billing Settings Guides & Links

  Help Page - Payments & Billing Settings Guides & Links This article contains all the links to the University links for Guides and Videos to assist you with managing Payments and Billing Settings for your Service. Webinars Full recorded live session Settings - Payments & Billing Configurations Videos How to manage payment & billing profile [Direct Debit Profile how to ediFew readers

• Viewing which Direct Debit Families have incomplete Billing Details

  Viewing which Direct Debit Families have incomplete Billing Details This article will assist you with viewing which Families that are setup for Direct Debit that have incomplete Billing Details. Overview If your Service has enabled Direct Debit as a payment method, Families payment method will display as Direct Debit, however their Billing Details will still need to be added.Few readers

• Deleting Incorrect Payments

  Deleting Incorrect Payments This article will assist you with deleting incorrect Direct Debit or Manual Payments within the Software. Overview Payments can be created by: When Invoices are created for your Service and your Families are on Direct Debits. Manually Created Debit Online transactions Direct to Centre Payments eg. Cash, Eftpos These payments can be managed if they have been entered for: Incorrect Family Incorrect Amount Incorrect Type of Payment The Receipt aFew readers

• Managing Kindergarten Credits

  Managing Kindergarten Credits This article will assist you with the process on applying credits to your Families accounts for the Free Kindergarten in NSW and VIC, and also applying Kindergarten credits for other States. Creating Transaction Categories To allow you to easily apply and track the Kindergarten credits, we recommend creating a new Transaction Category. To create the Transaction Category: Select Settings from the left hand menu Select the **Payment & BillingFew readers

• Managing Fixed Recurring Payments

  Managing Fixed Recurring Payments This article will assist you with managing Fixed Recurring payments for Families. Overview Recurring payments are helpful when: The Family is on a Payment Plan and would like only a set amount to come out They are requesting a different payment cycle to your Service option. Recommended process In this Scenario, we are looking at: Service InFew readers

• How to re-send an Invoice via Email or Download

  How to resend an invoice via email or download a copy This article will show you how to re-send a copy of an Invoice to Family via email it will also show you how to print a copy of an invoice if required. STEP 1: Select the Families Tab on the left side of the screen STEP 2: In the Search Bar Search the family name you would like to resend the invoice to STEP 3: Select the Family ![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/imageFew readers

• Help Page - Managing Payment Processes Guides & Videos

  Help Page - Managing Payment Processes Guides & Videos This article contains all the links to the University links for Guides and Videos to assist you with managing your Payment information for your Service. Videos Payments & Billing Overview How to use the search filter function (Payments & Billing) How to manage payment & billing profile [AccouFew readers

• Help Guide - Payments & Billing Settings Guides & Links

  Help Page - Payments & Billing Settings Guides & Links This article contains all the links to the University links for Guides and Videos to assist you with managing Payments and Billing Settings for your Service. Videos How to manage payment & billing profile Direct Debit Profile how to edit/update [Payment & Billing Settings: Invoice & General Settings Configuration ](https://xap.fleeq.io/l/Few readers

• Bulk Add Payments

  Bulk Add Payments This article will assist you with bulk adding payments for Families or Children at your Service. Overview The option will allow you to apply a bulk credit to 1 or More Families or Children.Few readers

• Managing Kindy Transaction Categories & Credits

  Managing Kindy Transaction Categories & Credits This article will assist you with the process on applying creating Transaction Categories to allow you to apply credits to your Families accounts for the Free Kindergarten in NSW and VIC, and also applying Kindergarten credits for other States. Overview Kindy Credits can be applied to your Families Account Balances to reduce their Out of Pocket Expense. The recommended process is to create a specific Transaction Category to assist you withFew readers

• Adding Family Direct Debit Details

  Adding Family Direct Debit Details This article will assist you with adding Direct Debit Details in for a Family. Overview All Families will need to have a Payment Account created to be linked to the Bookings of the children on the Account.Few readers