Follow

Financial: Parent Dashboard

From your Financial: Parent Dashboard settings, you can add custom text to the Financial tab of the Parent Dashboard and also control what parents can see/do when accessing this page.

Tip: To view the Financial tab of your camp's Parent Dashboard, log into your Parent Dashboard and click "Financial" on the left.  Click here for more information.

To access your Financial: Parent Dashboard settings, go to Admin>Campers>Financial: Parent Dashboard.

From here, you can control:

Financial Dashboard Homepage Message

Add a custom message to the top of the Financial page (like important payment instructions or who to contact with questions). Note that all parents - whether their campers are enrolled or not - will be able to see this message.

To see an example of the homepage message at it appears on the Parent Dashboard, click here.

Parent Financial Permissions

Note: If you prevent parents from being able to complete certain financial actions, admin users can complete those actions on the family's behalf via the Financial tab of the family's profile.

Balance + Statement

Select whether or not:

  1. Parents are shown their balance amount (per year)*
  2. Parents can download an itemized financial statement (per year)*

*If set to Yes, parents will be able to access their balances and statements for the current year as well as all past years they've attended camp. To see an example, click here.

If set to No, please note that parents also cannot make payments.

Make sure to click "save changes" at the bottom of the page when you're finished updating these settings.

Payment Methods

Select whether or not:

  1. Parents can view the payment methods they have saved to their account
  2. Parents can add new payment methods to their account
  3. Parents can manage their saved payment methods (i.e. edit the email address & expiration date; or change which method is 'primary' for auto pay)

To see an example, click here.

Make sure to click "save changes" at the bottom of the page when you're finished updating these settings.

Payments

  1. Choose whether parents are able to make payments towards their balance
  2. Choose whether parents are able to make payments towards open invoices*
  3. Customize the payment confirmation message that appears after a  payment is submitted successfully

*When making a payment, parents can select a payment schedule to apply the payment towards, but not individual invoices. If this setting is set to Yes, when a family makes a payment towards a payment schedule for which they have an unpaid invoice, the payment will be applied to that invoice. If this setting is set to No, the payment will be applied towards the overall payment schedule balance but not towards the unpaid invoice. An admin user would then need to manually apply the payment towards the invoice via the Invoices tab of the family's profile.

To see an example of making a payment on the Parent Dashboard, click here.

Make sure to click "save changes" at the bottom of the page when you're finished updating these settings.

Payment Schedule + Invoices

Select whether or not:

  1. Parents can change their invoice preferences (i.e. which parent[s] should receive invoices)
  2. Parents can view their payment schedule dates and download generated invoices

To see an example of viewing payment schedules/invoices, click here. For an example of the invoice e-mail preferences, click here.

Make sure to click "save changes" at the bottom of the page when you're finished updating these settings.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk