Office Web: Financial- Cancel scheduled payment

There are a few scenarios where canceling a scheduled payment is necessary in Xplor.

Please select the best case that suits you below:

  • Cancel a scheduled payment (one-off):
    • Go to "Financial" tab
    • Scheduled Payments
    • Select "Week date"
    • Select "All days"
    • Select which account you would like to reject
    • Select "Reject" 
    • This will reject this payment only
  • Cancel scheduled payments for all future payments (and remove banking details from account):
    • Go to "Profiles"
    • Click the "Children" tab
    • Click the "Parent/Guardian" tab
    • Scroll to bottom of profile and select "DO NOT Debit"
    • CAUTION - This will remove the banking details saved against the family!
  • Cancel scheduled payments for all future payments (but keep banking details saved against account):
    • Go to "Profiles"
    • Click the Children tab
    • Click the "Scheduled Payment Settings" tab
    • Frequency - Select "Weekly"
    • Payment Day - Select "Thursday"
    • Start Date - Select Today's date 
    • Fixed Amount - Select $0.01
      • Please note: Payment will not debit if the value is less than $2.50
    • Select "Save"
  • Adjust a scheduled payment (one-off):
    • Go to "Financial" tab
    • Scheduled Payments
    • Select "Week date"
    • Select "All days"
    • Select which account you would like to adjust.
    • Select "Adjust" 
    • This will adjust this payment only.
  • Adjust a scheduled payment (ongoing):
    • Go to "Profiles"
    • Go to "Parents and Guardians" tab
    • Select the Primary Carer parent
    • Click the "Billing Details" tab
    • Frequency - Select Frequency
    • Payment Day - Select Payment Day
    • Start Date - Select Start Date
    • If required enter Direct Debit Limit - This will set a limit amount to be deducted.  
      • This will take the balance of the account (up to the limit) as of close of business the Friday before the transaction.  
      • Please note: Leave both fixed amount and Direct Debit Limit blank if you would like the payment to take the entire balance every week.
    • Fixed Amount - This will set a fixed amount to be deducted at the chosen frequency, regardless of what is owing/due 
    • Select "Save"