Set Up Student Funding Payment Types

If students are entitled to Universal Infant Free School Meals (UIFSM) or (FSM), a Funding Source for UIFSM or FSM must be added to their account.

After adding the student as an IRIS BioStore Portal customer or importing their details from your Management Information System (MIS) do the following:

  1. Go to Customers.
  2. Find and select the required student.
  3. Select Edit Funding.

Add Funding Source

If the student does not have the funding source set up, add it: 

  1. Select Add Source.
  2. Enter the Start Date and Expiry Date.
  3. Choose the relevant Funding Source.
  4. To save, select Submit.
  5. Next, set the overdraft and spending limits for the funding.

Edit Funding Source

If the student already has the funding source available, to check or change the details:

  1. Select the relevant funding source, then Edit Source.
  2. Enter the Start Date and Expiry Date.
  3. To save, select Submit.
  4. Next, check and update the overdraft and spending limits for the funding.