TABLE OF CONTENTS

• Automatic Debiting Settings for the Centre/Service
• To enable the Billpayer to set up their Account Details
• Adding the Billpayer Account Details

Automatic Debiting Settings for the Centre/Service

Go to Centre/Service Settings > Centre/Services Details Tab > Invoice Settings

Default Billing Day - this will be the day Debit Success does a sweep of the account balances to check for an Outstanding amount to process. Once a parent adds their billing details via the chosen option, the system will do a sweep on the chosen day, every week, and pick up any outstanding amount on the ACCOUNT. 

To set your default billing day, navigate to Centre Settings > Centre Details tab > Invoice Settings.

From here, select a default day that you would like your families to be debited. 

Any Bill Payers that have added their bank or card details will have the balance of their account (or the amount specified in their limit) automatically sent to Debit Success on a weekly basis (only if there is an outstanding balance).

To enable the Billpayer to set up their Account Details

Go to Child Menu

Click on the Bill Payer 

1. Tick on Pay by direct debit/credit

2. Set a limit here

3. If you want this family to have a different weekly billing day, you change this here.

4. Scroll to the bottom & click on Save

Adding the Billpayer Account Details

Required Fields - The following Parent Details are necessary: 
First Name Last Name

10 digit phone number (No Country Code)

Address including suburb and postcode

Parent DOB

There are 3 different ways for Billpayer Information to be added.

1. Direct Debit Request (DDR Forms)

When first connected with DebitSuccess, a PDF Direct Debit Request (DDR) is to your service as part of your Welcome pack.

Printing this out for families who are unable to enter their details online means they can still be direct debited per your invoicing cycle.

After the Bill Payer has entered their details in the DDR form, in Discover, navigate to the left side menu > Children > click on the Billpayer.

In the Contact Details tab, scroll to 'Bill Payer Details' to confirm the 'Pay by direct debit/credit' box is ticked.

From here, select the Payment Methods tab > Create Payment Method > Tick 'I agree to the terms and conditions'* > Submit Form.

A confirmation will show, and Credit Card or Bank Details can now be added under the 'Create Payment Method' tab.
Click the headings at the top of the page to select the payment method, then enter the card or bank information, and click 'Create'.

The Parent/Guardian will then receive an email confirming their details have been added.

*The Terms and Conditions are outlined on page 2 of the DDR form.

2. Sending Invitations

Your Payments Onboarding Specialist will give you the option to send an invitation email to your families at this time, however if you opt out, you can always come back later and send via the Active Bill Payers tab.

1. At the top of the list, tick the checkbox next to 'Bill Payer Name' to select all, or tick the box next to the name to send to an individual.
2. Click 'Send to Selected'.
3. Done!

This will send a link to your families and prompt them to enter any missing details that may have prevented them from signing up with Debit Success.
The template for this email can be found and edited via Centre Setup > Templates > Bill payers missing details.

Please note: If a Bill Payer agrees to the Terms and Conditions, but does not provide any bank/credit card details, a payment will generate, however both the service and the parent will be notified of a failed payment, and 'Pay by direct debit' will be unticked in the Bill Payer profile.

3. Via the Home Mobile App

Please note that only Bill Payers will have access to set up direct debit

 

1. If your family is enrolled at an Xplor Pay/DebitSuccess centre and you are a bill payer, you will see a menu option titled "Setup Debit Debit". Tap it to begin the direct debit payment configuration. 
2. If you have not setup an account with DebitSuccess yet, you'll need to complete some basic information and agree to the billing terms. If you have any concerns about these terms, please reach out to your service. 
3. On the next screen, you can choose to enter your credit card details or your bank details
4. Once you have saved your banking details successfully, the administrator can set up your family's preferred billing schedule, or the schedule required by the service
5. You can edit your banking details through this tab at any stage
6. Please get in touch with the administrator if you have any issues and they will be able to assist or get in contact with support on your behalf

Please note: Only bill payers will be able to see financial information through their Home App. It is expected behaviour that only parent/guardians with children enrolled in a Xpay enabled centre will have access to Setup Direct Debit/Change Direct Debit menu items.

Please note, if your Parent Account is connected to more than one centre you will need to add your payment information at each individual service. 
 

Via Web:

Primary carer to login via home.myxplor.com  using their email and password. Click "Forgot Password" if you are having issues with logging in

Payments Set Up:

For bill payers, the process for setting up direct debits is simple: 

1. If you’re the Bill Payer, sign in to Xplor Home here

2. Select Finance from the list of options on  the left-hand side of the page.

 

3. Select the Auto Debit Setup tab, at the top of the screen.

4. Enter your details, tick the check-box and read through the terms and conditions. Click 'Agree' if you'd like to proceed.

5. Click on 'Setup Payment Method'

 

6. Select either Credit Card or Bank Account
 

7. Enter your details, tick the authorisation check box, then the 'Add details' button and you're all done!

 

 

8. Done