Families can view balances, download statements, and make payments from the "Financial Summary" section of the Financial tab.
Note: Your camp's Financial: Parent Dashboard settings control whether or not families can see their statements or make payments from this page. To learn more about how to control these settings, click here.
To see an overview of the entire Financial tab of the Parent Dashboard, click here.
To access the Financial tab, click the Financial link in the left sidebar menu.
Scroll to the Financial Summary section. Here, parents will see a financial summary for every year they've ever enrolled for camp.
For each year, they can:
Payment Schedule Balances & Statements
If the family is on a payment schedule, they'll be presented the name(s) and balance(s) of each schedule for the corresponding enrollment year. They can also download a statement per schedule by clicking "View statement."
Tip: If a family is seeing a different balance than the "current balance" that admins see on the family's profile page, it's because certain transactions haven't been placed on the family's payment schedule. Admins can fix this by editing the 'payment schedule' setting in the transaction details. To learn more, click here.
Using the grey "Statement" button on the right, families can download a statement that includes all transactions for the corresponding enrollment year.
Make a Payment
Using the green "Make a Payment" button on the far right, families can submit an electronic payment towards their balance for the corresponding enrollment year.
- Select an existing payment methods on file.
- To use a new payment method, families must add the payment method first via the "Payment Methods" section of the Financial tab.
- If the family's on a payment schedule, select which schedule to pay towards.
- Enter the amount to pay.
Note: Each payment schedule will list an "Amount due." This amount reflects how much the family has been invoiced for and the amount they still need to pay towards those invoices.
For example, in the screenshot above, the Paulson family has a total balance of $1580 for the Camp Firewood Bi-Monthly schedule, but they've only been invoiced for $790 so far, hence why it shows $790 due.
If a payment is successful, the family will be presented the payment confirmation message that your camp has created. To customize this message, go to your Financial: Parent Dashboard settings. To learn more, click here.
If you've also configured your Financial: Communication settings so that families receive a confirmation email when a payment is approved, an email will also be sent at this time, to the billing email address listed for the payment method that was used. To learn more about how to customize these settings, click here.
Admin users can also enable email notifications (from their user settings) each time a payment is made successfully on the Parent Dashboard.
Approved payments will appear on the family's account immediately. Typically, your payment gateway takes 1-2 business days to process the payment.
If a payment is declined, the family will be presented an error message in the top right section of their screen, explaining the reason why. The payment will need to be posted again (whether by the parent or your camp's admin team).
If you've configured your Financial: Communication settings so that families receive an email when a payment is declined, an email will also be sent at this time, to the billing email address listed for the payment method that was used. To learn more, click here.
Admin users can also enable email notifications (from their user settings) each time a payment is declined.