How does it work with PASS?
In terms of set up, first consider the payment profile options that you will offer parents (done in payment table- billing options)
- Yearly/ fixed (you know what they are going to be)
- Termly/ variable
Getting bank details from parents can be time consuming, but just think of how this is quite simply done with other companies and tailor an online or emailed form to suit your school’s needs. Set up is done directly in billing accounts, under billing account maintenance, and files are submitted by PTX.
You produce a Direct Debit batch and this monthly task is effectively doing your cash posting for you. This makes it easier to process the payments as they are posted automatically into PASS in a single action rather than individually.
The integrity check makes sure that the amount due matches the amount in payment tables so you’ll know where there is a mismatch that may need manually amending.
Once set up, still there is flexibility with the option to de-select anyone from the batch list. This can happen if a parent contacts you, for instance, to say they want to pay cash for the due payment.