Settings: Collecting Fees via Xplor Debit Success

Administrators are able to collect waitlist and enrolment fees through their MyWaitlist account using the Debit Success portal.  This assists with automating the collection of fees, streamlining the enrolment process.

As an example of streamlining automation, a confirmation email will be sent as soon as an enrolment fee has been cleared through the Debit Success payment portal. This will mitigate the need for administrators to check their centre's bank account for money received and then manually send a confirmation email. You can use your Debit Success integration to charge:

1. Waitlist Registration Fee: Requests will automatically be accepted once payment is made
   
   
2. Enrolment fees: These encompass bonds, security deposits and advance payments. Offers will automatically be confirmed once payment is made.

Set-Up Instructions

Please reach out to your onboarding specialist or through support@mywaitlist.com.au. Once your Debit Success account has been created, our team will input your credentials directly into your account. Once embedded, you will be able to charge and collect fees from families instantly. Kindly make sure that the payment links are set on your offer email templates to collect the enrolment fees. View this handy guide for help: Settings: Customising Email Templates

To see how families will make payments, please see this article.

If you would like to view your centre's credentials, please navigate as follows:

1. Navigate to and select the Settings tab from the header menu.
2. Select the service you wish to manage by selecting the Edit action button.
3. Select Debit Success Settings centres to view your credentials

Please note: Your onboarding officer will ask if you would like your Debit Success integration to be enabled for:

If your circumstances change and you would like to enable/disable these features, please contact our MyWaitlist support team to update your preferences on your system.

Charging a Waitlist Fee

Centres are able to set up a waitlist fee that will be applicable to all families. To set up the fee, centres can navigate as follows:

1. Click on Settings in the header menu and Edit on the selected service.

2. Select Waitlist Fee from the left-hand menu.

3. Check the box Charge waitlist for all centres and enter the Fee Amount ($AUD)

4. If payment is to be made through Bank Transfer, input the BSB and Account number for the receiving account. If you would like to use Debit Success to collect waitlist fees in MyWaitlist, please reach out to support@mywaitlist.com.au for assistance.

7. Click the Apply button to save the changes.

5. Press Apply to save the changes. All applications moving forward will be charged the Waitlist Fee based on the set-up.

Please Note: If 'Select question to charge Waitlist Fee' is not inputted, all enquiries will be charged the Waitlist Fee to progress with their enquiry at their chosen centre.

Additionally, through a Debit Success integration, no BSB or Account Number will need to be supplied. Families will be able to make their Waitlist Payment within their Parent Portal. Please see this article for further information.

Charging an Enrolment/Bond Fee

If a centre has the Use Debit Success to accept Bond/Advance Fee enabled, when sending an Offer to families for a child, centres will be able to charge a Bond/Enrolment fee that families will pay through their Parent Portal.

To charge an Enrolment/Bond Fee, administrators will navigate as follows:

1. Within the MyWaitlist system, navigate to the Waitlist tab
2. Using the filter options or by scrolling the list, locate the child's profile. Under Actions, select the pencil icon and select Offer Place.

3. Input all relevant enrolment offer information, ensuring to include the Bond/Enrolment Fee Amount. It is important to enter the correct amount, as this will determine the amount to be paid when families are directed to Debit Success. Once ready, select Next.

4. Review the email template, making sure that the payment link is included. Click Send to send the offer email.

If you do not have the payment link, edit your offer email template and insert the placeholder Link to Pay Bond/Accept Offer. View this handy guide: Customising Email Templates

Parents can also pay the bond/enrolment fee from their parent portal account log in.

Viewing Debit Success Transactions

Centre administrators can view their Debit Success Transactions in one place through their MyWaitlist portal. Once in the system, administrators will need to navigate as follows:

1. Select Settings from the header menu,
2. Select Debit Success Transactions from the menu to the left of the screen,
3. Within this screen, administrators can filter the Debit Success Transactions. If no filters are applied, the report defaults to the newest to the oldest transactions.