How do I create a second payer (additional payer) account

Question

Can both parents/carers have separate accounts to make payments for their child or receive communications from the school?

Answer

To create a Secondary Payer Account:

  1. Search for the pupil's name using the search bar
  2. Click on the pupil's name               
  3. Go to the Contacts section and click on Add additional accounts
  4. You will need to complete the Title, Forename, Surname, Email address and Username fields
  5. Click Save then OK
    Your Secondary Payer will be displayed.

Sending their Activation Codes

Once the account has been created, you will have to provide the payer with a letter containing the necessary account activation codes.

  1. Navigate to Communication > Create letter
  2. Using the Message/Template type drop-down, select 'ParentPay:  Activation Letter- additional accounts
  3. Check the format is correct and then allocate the pupil this activation is for before completing the letter
  4. Review the PDF document and if happy, arrange for appropriate distribution

Alternatively:

  1. Navigate to People > Payers
  2. Change the activation status to 'Not activated' from the drop-down and click search.
  3. The Screen will then show a list of all non-activated payers and you can then locate the correct payer from here.
  4. You will see an 'eye' icon underneath the password column, if you then click on this you will see both the username and password for the payer. (After a few seconds the password will disappear for security so if you click on Close then select the eye icon again it will reveal the password), you can then distribute the details using any secure process you have in place

Once received, the parent/carer can use the activation codes to either add the child to their existing account (using the 'Add a child' function) or they can set up a new account (using the 'Activate account' function).  These are both covered in separate articles.

Should you require any further assistance please do not hesitate to contact us and we will be happy to help.

 

Was this article helpful?
6 out of 8 found this helpful