Payments for Club or Menu Registers
For all registers you must set the options for payments, even if you only use the Free Price Band.
Payments for Students and Staff Members
A bank account, VAT rate, and accounting settings must be set for both students and staff members, whether they have been added as members of the register or not.
To choose the payment settings, the following must be completed in:
- Payments for students — For payments from parents and carers
- Payments for non-students — For payments from staff members
- Select the Bank account payments are made to.
- (Optional) Choose a VAT Rate.
If the selected bank account is set up to synchonise with IRIS Financials, you must enter the Department, Cost Centre, and Nominal Code payments are recorded against.
Parent Payment Options
Parent Payment Options are automatically set to Pre-Pay.
To set how parents and carers can pay for meals or club places, select one of the following options:
- Instant Pay — Payment must be made at checkout
- Pre-Pay — Payment can be made at checkout, deducted from account balances, or using cash
If Pre-Pay is selected, to set amount of debt an account can go into, you must enter a value in Debt Threshold.
If you do not want accounts to go into debt, enter 0.00 in Debt Threshold.
Low Balance Reminder
To remind parents, carers, or staff members to top-up their accounts, set low balance reminders to be automatically sent.
Low balance reminders are not sent for register members assigned to the Free Price Band.
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In How low should an account balance get before a reminder is sent?, enter the required value.
By default, register reminders are set to Never.
- To set when reminders are sent, select the relevant option from How often should these reminders be sent?