2. Xplor Pay Bill Payer Profile Set Up

Table of Contents

• Step 1. Set your Default Billing Day
• Step 2. Check the Billpayer Profiles
• Step 3. Inviting Families

Step 1. Set your Default Billing Day

When a Billpayer adds bank or card details, their outstanding balance (or their chosen limit) will be automatically debited weekly, starting from the week they add their details.

Set Default Billing Day:
Go to Centre Settings > Centre Details > Invoice Settings and choose your service’s default billing day.

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Step 2. Check the Billpayer Profiles

1. Go to Reports > Children > Contact Report

2. Select dates

3. Report fields: Email, Mobile, Address, DOB

4. “Which Contact”: select Billpayer

If any of the following is missing, obtain the info before continuing:

• First & last name

• Home address

• Phone number (10 digits, no country code)

• Date of birth

• Email address

To update and enable Direct Debit:

• Go to Children Menu → select Billpayer

• Enter any missing details

• Tick Pay by Direct Debit/Credit Card

• Optional: set Payment Limit

• Optional: choose a Custom Billing Day (overrides default)

• Click Save

Custom Billing Day (alternative path):
Child Record > Contacts > Billpayer > Contact Details > Billpayer Details → select billing day.

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Step 3. Inviting Families

Your Payments Onboarding Specialist can send invitation emails on your behalf. If you choose not to at setup, you can send them later via the Active Bill Payers tab.

• At the top of the list, tick Bill Payer Name to select all, or tick individual Bill Payers.
  

• Click Send to Selected.

This sends families a link to enter any missing details required to complete their Debitsuccess setup.
The email template can be edited under Centre Setup > Templates > Bill Payers Missing Details.

If needed, you can view instructions for:

• Adding direct debit details on behalf of a family here 

• Sending Bill Payers a guide for entering details via Home here 

Note: If a Bill Payer accepts Terms & Conditions but does not add bank/card details, a payment will attempt but fail. Both the service and the parent will be notified, and Pay by Direct Debit will be unticked in their profile.

Pay Now

Once your Debitsuccess agreement is signed and compliance is complete, your Payments Onboarding Specialist will enable Pay Now under Payments > Integrations.

Pay Now lets families make one-off payments via the Home app, separate from their usual billing cycle.

For more information, please see here.

Once Parents add in their Bank Account OR Credit Card Details, a payment will be picked up for the next week for the Selected day. 

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