Set Up Student Payment Types

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

After adding the funding source to the student's account, do the following:

  1. Go to Customers.
  2. Find and select the required student.
  3. Select Payment Types.

Add Payment Type

If the student does not have the payment type set up, add it: 

  1. Select Add Wallet.
  2. If required, add an Overdraft or Max daily spend limit.
  3. If the Currency is different to the default, select the required option.
  4. From Wallet Type, select the required option.

  5. If the wallet is the default payment type for the student, select Enabled.

    If Enabled cannot be selected, the default payment type is already set. To change the default payment type, save the wallet details, then change the default setting from the assigned wallet.

  6. To save, select Submit.

Edit Payment Type

If the student already has the payment type available, to check or change the details:

  1. Select the required wallet Type.
  2. Select Edit Wallet.
  3. Change the required details: 
    • Overdraft — Value the student or staff can go into debt by
    • Max daily spend — Value the student or staff member can spend each day
    • Currency — Only change if purchases are made in a different currency from the default currency
    • Wallet Type — Do not change. If the student or staff member needs another payment type, add a wallet
    • Enabled — Set the wallet as the student or staff member's default payment type
  4. To save, select Submit.