Manage Credit Cards in the Parent Portal

Share

Important Notes:

• To give your families the option to update credit cards in their Portal, the Parent Portal setting Credit card information? (Tools > ePayment Settings > Credit Card & Bank Account Settings) must be set to Can Update.  
• If your provider supports multiple cards on file (SafeSave and C&H Financial) and you would like to offer this option to your families set Allow 3 credit cards per family/account to Yes (Tools > ePayment Settings > Credit Card & Bank Account Settings).
• If you allow parents to make payments via the Portal (see Fees & Payments Settings in the Help article Set Up the Parent Portal, the Primary Card is used when a payment is processed. If the family has more than one card on file and the parent does not want to use the card currently set as the Primary Card for a payment, they will need to reassign the status of Primary Card to the card they do want to use.

Add a Credit Card

1. Log into the Parent Portal, click on Billing & Payments on the Dashboard or from the right sidebar menu.
2. Click Saved Payment Methods under Quicklinks.
3. Click button to add a credit card. 
4. Enter the card information. Note: If only one card is saved, it automatically becomes the Primary Card on file.  If more than one is saved the parent must choose a Primary Card.
5. Click SAVE. The credit card is now listed on the Saved Payment Methods page.
   
   

Edit a Credit/Debit Card

1. Log into the Parent Portal, click on Billing & Payments on the Dashboard or from the right sidebar menu.
2. Click Saved Payment Methods under Quicklinks.
3. Click EDIT to open the Edit Credit/Debit Card window. 
4. Update the card as needed and click Save.
   
   

Delete a Credit/Debit Card

1. Log into the Parent Portal, click on Billing & Payments on the Dashboard or from the right sidebar menu.
2. Click Saved Payment Methods under Quicklinks.
3. Click EDIT to open the Edit Credit/Debit Card window. 
4. Click the Delete Card button and confirm that you want to delete the card by clicking the Yes, Delete button. A confirmation will briefly display.