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AdminsBilling

Make autopay your policy and allow part payments

A screen recording of Pearspark doing exactly this in a sample school, and the same 7 steps written out below in the labels you'll see on screen.

How to make autopay your policy and allow part payments

  1. 1Click Billing under Administration in the sidebar
  2. 2Click the Enrollment tab
  3. 3Scroll to the "Automatic payments" heading and click Edit
  4. 4Tick "Ask every family to pay automatically" — families without it see a standing note in the portal, and the invite email says it is how tuition works here
  5. 5Leave "Let families pay part of an invoice online" ticked so a family can pay $400 of $700 today, or clear it to make the portal's Pay button take the full balance only
  6. 6Click Save — the card now reads "Autopay is your stated policy."
  7. 7Click the "autopay gaps report" link under the card — or "Families without autopay" in Reports — to see who hasn't set it up and send each family the invite; only a family can save a payment method, on Stripe's own page

Part of Tuition & billing

Put each family on a plan, run billing once a month, and let Stripe and automatic reminders do the collecting — families pay right in the portal.

Next in this group

Do it in your own school

Everything in this video is in every plan. Your first 30 days are free, with no setup fee and no sales call.