Objective
Keep payment classifications and exception-review responsibilities accurate without treating a settings save as a payment result.
Before you begin
- Have the Studio administrator’s approval for payment labels, collection policy, retry timing, and reconciliation responsibility.
- Use an account with permission for the relevant financial settings. Obtain the verified staff identifier when creating a Reconciliation owner record.
Instructions
Open Payment types in Settings
Review Active payment types before adding a label. These choices classify how a family plans to pay during enrollment.
Add an approved payment type
Enter New payment type using two to forty characters, then select Add payment type. Wait for the message that the type is available in enrollment and confirm it appears in Active payment types.
Review Settings > Payment policy
Set the approved Parent portal payments, Staff-entered payments, Prompt for balance payoff, and Retry delay days. Select Save changes and verify Current active values. Saving these controls does not collect money, start retries, or verify a merchant connection.
Review Settings > Reconciliation
Check Include parent portal link, Itemize fees, Reconciliation owner, and Exception review window. Select Save changes for approved policy edits, then verify Current active values.
Save an approved review owner if needed
Under Managed records in Reconciliation, enter Name, Responsible staff user, and Review window hours, then select Add record. Use Edit and Save record to correct an existing owner. Check that the saved record matches the approved responsibility.
Verify each intended result separately
Check the payment type in the enrollment choices and the saved policy and owner in Settings. Review actual payment status through the authorized billing workflow; a saved review owner or receipt preference is not evidence of a completed payment or resolved exception.
Result: The enrollment payment label, active policies, and review-owner record match the studio’s approved choices.
Troubleshooting
Add payment type fails or its result is unclear.
Check the label length and visible error, then reload Active payment types before retrying. Do not repeatedly add the same choice. Contact Orbit support if the approved label still cannot be saved.
Saving Payment policy did not charge a family or resolve a reconciliation exception.
The settings record policy and review responsibility. Ask the authorized billing owner to review the specific payment or exception separately. Ask a Studio administrator to approve any financial correction.
Result
Use the approved payment type during enrollment and the studio’s authorized billing workflow for money movement, receipts, and reconciliation outcomes.
Support
Ask a Studio administrator about financial policy and ownership. Contact Orbit support for persistent settings errors; include the visible status without card or bank details.