Admin Level - Superuser or Financial Admin - Full Access

To allow your accounts to have the ability to make a payment any time, first note that:

  • You MUST have credit card functionality implemented on your site.*
  • You MUST have your billing system TURNED ON.**

Assuming those are both true please follow the steps below.

  1. Go to Billing Setup.
    1. Chameleon users: In the side menu click Billing Admin > Billing Setup.
    2. New CMS users: In the side menu click Financial Tools > Billing Setup.
  2. Scroll to the bottom of this page you will see a section called Setup Account Processing Fees For OnDemand Electronic Payment.
  3. From here you will be able to create the options for the accounts.
    • Enable Individual Account Payment — Set to Yes to activate.
    • Minimum Payment Amount.
    • Enter Amount Per Transaction Fee and Percent Per Transaction Fee — You can do either or both. Please note certain laws govern this functionality and they differ from state to state. Please check if surcharging is legal in your state.
    • Chart of Accounts for per Transaction Fee.
    • Charge Per Transaction Fee if Payment Fails — A fee gets charged to your team if a payment fails but the percentage does not. If you in turn pass along this fee, it will create an invoice for it in the family's account.
    • Hour Delay Between Failed Payments.
  4. Click Save Changes.

To show your parents how to use this feature, send them this link:
https://support.teamunify.com/en/articles/20

*If you are interested in Credit Cards for your team please email info@teamunify.com.
**If you would like your billing turned on please email billingactivation@teamunify.com.

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See Also
Refund an Account's/Family's on demand payment
ACH/credit card FAQs
On demand charges and payments for Admins