View Parents

View Parents enables you to see at a glance, a list of parents and all associated students (as per your MIS data). You will also find this feature useful if you need to provide individual parents with a payment URL or to view their transaction history.

Table of Contents

Getting Started

1) Open Messenger Payments from your Tiles (Homepage), if you aren’t already within Messenger Payments.
2) To access View Parents, select the option from the Menu at the top of the page.
 

View parents

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Search

1) From the top of the list of Parents, you can use the search bar to locate individual parents. Just type in at least first three letters of a parent’s surname and click Find.


Search for parents

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2) To remove the search filter, click Actions from the top right corner and select Reset search.


Reset parent search

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Sort

1) You can also re-order the list of parents by alphabetical order by click on the Parent name header at the top of the first column.

Order parents

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View a Parent

1) Once you have located the parent you need to view, click on their name from the first column (Parent name).

Click to view a parent

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2) As well as viewing the children that this parent is linked to, there are a few actions you can take for this specific parent:

View parent details

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a. View Parent URLs: view previously issued URLs that parents need to make a payment for an activity.

b. View Activities: view list of all activities.

c. View Transactions: view payments this parent has previously made for activities.

d. View Lunch Transactions: view payments this parent has previously made for lunch.

View Parents URLs

1) From the View Parent Details page, click View Parent URLs from the bottom left.

 

View parent URLs

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2) The page will display a list of URLs for activities that still need to be paid for.

View a list of URLs

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a. If an activity has already happened, but was not paid for by this parent, it will still appear on this page in red.

3) Clicking on any of the URLs will open the payment page for parents to select the activities they want to pay for.

a. To share a URL with the parent, just right-click it from the first column to copy it.

4) If a parent has failed to enter their authentication information, this will be counted in the Retries

a. Parents will have three attempts to enter the correct details for their child. For more information on how parents access their Messenger Payments portal, click here.

 

 

Top Tip: Parent will have been sent the payment URL via email/SMS when the activity was initially sent to them. Sending them a reminder will also provide them with the URL to pay for the activity.

View Activities

1) Click View Activities for the parent that you are viewing.


View parent activities

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2) The Activity History will display a list of activities assigned to the student(s) that this parent is linked to.

3) For each activity, you will see the payment required, whether it has been paid or settled, the option to send a reminder and to remove the student from an activity altogether.

View parent activities

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Reminder

If a parent has yet to pay for an activity (identifiable if there is an Outstanding Balance), you can click on the POS_-_reminder_icon.png icon under the Reminder column to send an email/SMS to nudge the parent.

Settled?

To write off a payment for a student for any of the listed activities that still have an Outstanding Balance, click the POS_-_Settled_.png icon under the Settled? column. This will remove the payment required from this parent.

Notes/Edit

Click on the POS_-_Pencil_icon.png icon next to an activity/student on the list to add any important notes and to send a reminder.

Delete

Click on the POS_-_delete_icon.png icon next to an activity/student if you wish to remove the student from the activity.

Export to CSV

Click on POS_-_Export_to_CSV (1).png from the bottom of the page to download a .csv listing the activities assigned to this parent’s linked children. Ensure that you have enabled downloads in your internet browser.

View Transactions

1) Click View Transactions from the View Details page of the selected parent.

View parent transactions

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2) The Transaction History page will display a list of all payments made by this parent.

 

View parent's transaction history

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3) Click POS_-_Export_to_CSV (1).png from the bottom of the list to download the list of activities as a .csv. Ensure that you have enabled downloads in your internet browser.

View Lunch Transactions

1) Click View Lunch Transactions from the parent that you are viewing.

View parent lunch transactions

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2) Whereas the previous section (View Transactions) will display all payments a parent has made, View Lunch Transactions will just display payments made for lunch activities (cashless catering).

 

View list of lunch transactions

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3) To export the list of payments, click POS_-_Export_to_CSV (1).png from the bottom right of the page.



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