How do I add different account types for students or staff members?

By default, every customer has a Cash account set. If the customer requires different types of account, such as Free School Meals, to manage balances or add funding you must add the account type.

For the student or staff member, select Payment Types, then add or edit.

When IRIS BioStore Portal has been linked to your payment provider, such as IRIS PlusPay, or ParentPay, the student payment provider accounts automatically link to their customer Cash account in IRIS BioStore Portal. If an account has not been linked you have to manually link an account to a payment provider, for example for staff member accounts.

Customers can only have one default account type set. To change the default account:

Select the Enabled account and clear the selection, then edit the account you want to set as default, then select Enabled.