How to assign people to a payment item

Once a new payment item has been created, the school must ensure that the relevant pupils (and/or staff and visitors) are assigned to it. This will enable the payers of the assigned pupils to pay for the new item.

 

Assigning individual pupils, classes or year groups to a payment item

 

  1. Navigate to Payment items > View other payment item
  2. Locate the payment item to assign people to
  3. Select the View people icon on the right side of the payment item

  1. Select Edit assigned people

 

  1. Select Manually add or remove people
  2. From Choose group 1 menu, select the type of person or group you wish to add (e.g. Pupil, Staff etc.)
  3. From Choose group 2, select the year group, class group, or custom group to view
  4. Select Search Pupils. All pupils in the selected group will be displayed

  1. Select the Add option for any pupils to be assigned to the payment item.

Please note: To assign everyone in the list you can click on the Add header.

Please note: If the payment item was set up with Global assignment configured (see below), everyone will have the global mark selected. You can still explicitly Add (or Remove) individuals if you wish.

  1. (Optional) If you need to remove someone from the list, select the Remove option and they will be removed from the payment item. Again, if you wish to deny all payers from the payment item you can select the Remove header.
  1. Select Save settings at the bottom of the page

 

Globally assign all pupils, staff, and visitors to a payment item

 

If the school require everyone to be assigned to the payment item, for instance, if school meals are available to all payers, there is a Global assignment option.

  1. Navigate to Payment items > View other payment item
  2. Locate the payment item to assign people to
  3. Select the View people icon on the right side of the payment item

  1. Select Edit assigned people

 

  1. Select Automatically add whole school and Save

This will assign all live accounts to the payment item, as well as any new accounts added to the school’s ParentPay site in the future. Using this option allows the payment item to be used year on year with no additional adjustments when new people join the school.

 

Please note: It is not recommended to use the global assignment option for payment items such as trips or school events.