Accounts

In this guide, you will learn

• About accounts
• How to create accounts
• How account-holders can access and pay invoices

About Accounts

To send invoices and collect payments, you must first create accounts. An account represents the payer who will receive the invoices and make the payments.

Types of Accounts

• Linked Accounts: Tied to a guardian in your Spark school. Guardians can manage payment methods and view invoices via their dashboard.
• Detached Accounts: For payers who are not guardians in your Spark school. These accounts do not have access to a payment portal, can pay online through an email.

Creating Accounts

1. Navigate to the Accounts page under the Billing section.
2. Click on + New Billing Account.
3. Choose one of the following options:
   • Link to Guardian: Select a guardian from the dropdown to link the account.
   • Detached Account: For payers not associated with your school.
4. Fill out the necessary details and click Create Account.

Accessing & Paying Invoices

Linked and detached account holders can both access and pay invoices manually or online via email.

Additionally, linked account holders can:

• View all invoices—past, current, and future.
• Make online payments.
• Save ACH or card information for future payments.
• Opt to pay all outstanding invoices at once or just the current invoice.