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Charge a family's card or bank account on file

  • Finance
  • Director
  • Admin
  • Needs: Billing
  • Phone
  • Desktop
  • Draft

You can charge a payment method a parent has already saved. You can't type in new card numbers for them here.

Before you start

Steps​

  1. Open the unpaid invoice and tap ... (top right).
  2. Tap Collect Payment, then Charge Payment Method.
    Charge Payment Method in the Collect Payment sheet
  3. On Select User, tap the family member whose card or bank account to charge.
  4. On Select Payment Method, tap the card or bank account.
  5. Check the amount. To charge less than the balance, tap the amount, enter a new one on Edit Amount, and tap Confirm.
  6. Tap Pay Now.

Tips​

  • If your school charges a card or ACH service fee, it is added and shown before you pay ("A service fee of … will be applied").
  • Bank accounts are greyed out when the payer's ACH is locked after a returned payment. See Unlock ACH for a family.

Troubleshooting​

  • "No connected users available for this invoice." No confirmed family member is connected to the child.