Parent billing information is only required if your service is operating with an automatic payment gateway like Integrapay or Ezidebit.
- Only primary carer's can add their bank details through Xplor.
- Only primary carer's can edit bank details through Xplor.
- Only administrators can remove banking details and stop scheduled payments from charging accounts through Prodadmin.
- Only administrators can set up a payment plan as weekly, fortnightly or monthly for their families.
Adding New Parent Bank details:
In order for a primary carer to set up their payment details, they will need to login to Xplor on the web at https://web.myxplor.com and save their direct debit/credit card details by going to 'Auto-Debit Set Up' on the left hand menu.
Please note: Only active families at the service can add billing details through their account. Inactive or waitlisted families will not be able to add billing details or login to Xplor.
Families will only be able to add details as long as
"DO NOT DEBIT" is NOT ticked. Admins can remove this via the parent profile in Prodadmin.
If "DO NOT DEBIT" is ticked on the parent profile they will not be able to update details or view their details.
If parent's add banking details and the below warning pops up:
"Parent ID already exists"
This means the family has already been registered with the payment gateway and you will need to contact Support for us to generate the parent ID for the account. Then they will be able to edit their old details through the parent account rather than add completely new ones.
Update Existing Bank details for Parents:
Parent log into web.myxplor.com on a computer > Go to "Auto-Debit Setup" tab to the left > Click 'edit' details and adjust their banking details. Ensure the changes are saved.
Remove Parent Bank Details:
If the parent wishes for their payment details to be removed or changed they will need to contact their service admin and they can remove the details for you.
Admin to go to 'Profiles' > 'Children' > Select Child > Go to 'Parent/Guardian tab' > Click "View Parent Profile" > "Scheduled Payment Settings" > Find 'Banking Details' heading > Tick the "DO NOT Debit" Box > Press Save (the button located at the bottom of the page).
This will remove the parents banking details.
Final step, untick "DO NOT Debit" if you want the parent to be able to enter new details if required.
Need more information?
If you want to learn more on the scheduled payments or finance side of Xplor, please watch our Financial Accounts pre-recorded Webinar here.
Have more questions? Check out some more Training Overview articles.