Financial Page

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.

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.

1. 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.
2. If the family's on a payment schedule, select which schedule to pay towards.
3. 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.

Scroll to the Payment Schedules section. Here, parents will see a list of all the payment dates for each payment schedule that they're on.

In the example above, the family is on 2 payment schedules currently - a "Monthly" schedule from the 2021 "Afterschool Fall" payment schedule group, and a "Bi-Monthly" schedule from the 2021 "Camp Firewood" payment schedule group.

For each payment schedule, parents are presented:

1. The invoice date*
2. The invoice status
   Scheduled = an admin hasn't generated it yet.
   Generated** = an admin has generated it. Click to download a copy.
3. Whether the family is set up for auto pay for the invoice.
4. The amount of the invoice (for generated invoices)
5. The amount paid (for generated invoices)
6. The current amount due (for generated invoices)
   The 'amount due' will take into consideration any payment already made (like for the February 1st invoice in the screenshot above).
7. The total amount due for all generated invoices

Important notes:

• Parents cannot change their auto pay settings or their payment schedule. They must contact your camp and have an admin make these changes on their behalf. To learn more, click here.
• To pay an invoice, parents need to click the "Make a Payment" button at the top of the Financial tab and choose the correct payment schedule to apply the payment towards. CampSite will automatically allocate the payment towards any generated invoices on that payment schedule that have an amount due.

Scroll to the Payment Methods section. Here, parents can add new payment methods and also update existing methods.

If your camp processes both credit card and checking account transactions, these accounts will appear in separate sections, like shown above.

Click the + ADD PAYMENT METHOD... button.

Select which type of payment method to add (credit card or checking account).

Note: Your payment gateway provider determines which payment methods you can process. If you don't process a certain payment method (e.g. checking account transactions), parents won't see this option when adding a payment method.

After selecting a payment method, enter all of the payment method details.

The "billing e-mail" is used for automatic emails that are sent when a payment is approved and/or declined (if your camp has enabled these emails. To learn more, click here.)

Click the edit icon on the far left of the payment method(as pictured above). This icon is the same for both credit cards and checking accounts.

For saved credit cards, the expiration date and billing email can be updated.

For checking accounts, the billing email can be updated.

The primary payment method is the method used by CampSite when automatic payments are processed for a payment schedule invoice (if the family is on a payment schedule and is set to auto pay).  

The primary payment method is indicated with a green checkmark.

To designate a different method as primary, double click the grey checkmark next to that method. Note that only one payment method (per payment method type) can be set as primary.

Scroll to the Invoice Preferences section at the bottom of the page. Here, parents will see each parent (primary and/or divorced) listed on their account, with a checkbox on the left. Checkmark any/all parents who should receive invoices and click "SAVE INVOICE PREFERENCES" to apply any changes.  

All parents selected will receive the family's invoice when admins send invoices in mass during the invoicing process.