ad1494c37e12c6db11cd2dd40d745db99b891511
Process-Direct-Debits.md
... | ... | @@ -1,9 +1,34 @@ |
1 | -### First Time Setup |
|
1 | +#### First Time Setup |
|
2 | 2 | |
3 | 3 | In order to process direct debits you must first: |
4 | 4 | |
5 | 5 | 1. Set up your direct debit details - the support team will do this for you once they have been supplied by **Childcare EasyPay (CEP)**. |
6 | -3. Set up your parents in **SmartCentral** |
|
6 | + |
|
7 | +#### Parent Setup - Online Registration |
|
8 | + |
|
9 | +This is by far the easiest way to do it and the one we recommend for all centres. |
|
10 | + |
|
11 | +All the steps are carried out online and you dont have to handle credit card information. |
|
12 | + |
|
13 | +##### Bulk Registration |
|
14 | + |
|
15 | +Go to the parent list. At the top of the screen is a button labled 'Setup Direct Debit'. |
|
16 | +Any parent without Direct Debit already set up will be email with instructions to follow to set up their direct debit. |
|
17 | + |
|
18 | +Parents follow the link in the email and complete the process. Entries are created in SmartCentral and Childcare EasyPay. The link will be activated automatically once completed. |
|
19 | + |
|
20 | +##### Individual Registration |
|
21 | + |
|
22 | +Open the individual parent's record. Click 'Request DD Update' . You can use this to register new parents and also if an existing parent needs to update their Direct Debit details. |
|
23 | + |
|
24 | +The parent will be emailed the link and complete the process the same as if this was a bulk operation. |
|
25 | + |
|
26 | + |
|
27 | +#### Parent Setup - Manual |
|
28 | + |
|
29 | +This is the older process but its still supported if you prefer to do all the work yourself. |
|
30 | + |
|
31 | +1. Set up your parents in **SmartCentral** |
|
7 | 32 | |
8 | 33 | For each parent, go to the **Direct Debit** tab on the parent's profile and tick the option to enable Direct Debit. You must also set the Direct Debit **Parent Reference Number**. |
9 | 34 |