Let's get to know your PonchoPay admin dashboard while you wait for your first payment to come through! Here are all the benefits that PonchoPay can bring.
You can check out our general FAQ section for providers.
You may also want to share the FAQ for Parents section with your customers. In particular, how to pay with PonchoPay.
Jump to:
Payments
Under the payments tab, you'll see your PonchoPay transactions.
You can search for a payment by its PonchoPay reference ID, parent's email address used to make the payment, location or payment method.
Above the search bar, you can filter payments by its status to show "All Payments", only those that are "In Progress", only those that are "Complete", or only those that are "In Bank".
Below the search bar, you can further filter payments by the payment method, date, amount, location and user (i.e. parent email address).
With each payment, you'll find the following properties. Scroll to the right to see all of them.
A PonchoPay reference ID: You can click into it to find more information about the payment.
User: The parent's email address that they used to make a payment.
Children: Click on the asterisks to see the child's name.
Amount: The amount that should be paid.
Recurring: Tracking recurring payments.
Location: The location of the booking.
Created: The date that the payment was initiated.
Completed: The date that the payment was completed or reported completed.
In Bank: The date that the payment is "in bank".
Payment Method: Method of payment.
TFC reference: Tax-Free Childcare reference number if the payment was made via TFC.
Order Note: Any notes that parents have left.
Actions: Depending on the method and status of the payment, you will have the options of cancelling the payment, marking the payment "complete", marking the payment in bank, refunding the parent, and charging the parent's card.
If you want to take a certain action but you cannot see an option to do so, please contact help@ponchopay.com.
Card Payouts
If you accept payments by card, you will find a record of payments paid out to you under this tab. Currently, payouts are made at 5pm every day.
If, for any reason, an amount could not be paid out, it will be re-attempted on a daily basis. If a payout has been overdue for over 3 days, please contact help@ponchopay.com.
You can find FAQs on payouts here.
Recurring Payments
This is where you can find a record of any recurring payments.
Payment Links
You can use payment links to collect one-off, additional payments from parents. Find out how to create and use a payment link here.
My Page
You can find an overview of your services here.
Use the "Edit Page" button to make changes at any time.
Don't forget to scroll down and click "Save" once you've made the changes!
The one entry you can't change is the Ofsted URN. If this should be changed, please contact help@ponchopay.com.
Click on "View Page" to see what a public view looks like.
Locations
You will find each of your locations here. Click into each one to view the content, with options to "Edit Page", "View Page" and "Delete Location".
You can add a location by following instructions here.
Please scroll down to the bottom and click on "Save" to avoid losing any changes.
Please let us know by contacting help@ponchopay.com once you've added the locations as we'll need to review and verify the details.
Users
Under users, you will see the email addresses of those who have access to the PonchoPay admin dashboard.
You can add a user by clicking on the "Add a user" button in the top right corner. Once you've added their email address, they should receive an email asking them to sign up. Please note that that they need to sign up first in order to create a password for their account.
Settings
Verification Status
Under settings, you'll see "Verification status". Only verified locations can accept payments. Please contact help@ponchopay.com if there are locations that should be verified but are not.
Bank Reconciliation
If you are using PonchoPay for Tax-Free Childcare (TFC), you will need to connect the bank account that receives TFC payments so that we can automatically reconcile these payments for you. You can find out how to connect your bank account here.
Once you've connected your bank account, you should see the logo and name of your connected bank account.
Tax-Free Childcare (TFC)
If you are using PonchoPay for TFC payments, the "Enable Tax-Free Childcare payments (optional)" box should be selected.
Please click on "Save" to avoid losing any changes.
See:
Childcare Vouchers
If you are using PonchoPay for TFC payments, the "Enable Childcare Vouchers payments (optional)" box should be selected.
Please click on "Save" to avoid losing any changes.
Only childcare voucher providers added in the settings here with a green tick box will be available for parents to select as a payment method.
See:
Settings: Credit/Debit Card
If you are using PonchoPay to process card payments, this option will show as enabled.
Please click on "Save" to avoid losing any changes.
Please note that with certain booking platforms or franchises, the booking platform or franchise has chosen not to use PonchoPay to process card payments and therefore, it will be left as disabled.
Without card payments being enabled, parents will not be able to use the split payment functionality to split a payment between TFC/childcare vouchers and card.
Settings: Split Payments
When the split payments option is enabled, parents will be able to split a payment between different payment methods.
For the parent, all they need to do is select "Pay with multiple payment methods" and they can apportion the amount as appropriate. Please see an example of what it looks like from the parent's view as they're checking out.
Please click on "Save" to avoid losing any changes.
Provider setting:
Parent view:
Settings: Payment Guarantee
Since payments made with Tax-Free Childcare and childcare vouchers can take up to two weeks to process, we ask for a payment guarantee. This helps parents secure their booking sooner and gives providers assurance that the payment will be made.
A payment guarantee means that parents submit their card details, allowing providers to charge the card if the payment becomes overdue. This feature is enabled by default but can be disabled if preferred.
Payments not completed within 14 days are deemed as "overdue".
Please click on "Save" to avoid losing any changes.
Payment Account
This is where you would have completed your KYC check. It also indicates the bank account to which daily payouts are made.
You can modify your payment account and company details by clicking on the "Update payment account" button.
Checkout Info
These are the additional information we ask for from the parents upon checkout. The child's name field is enabled by default as we will need this information for the automatic reconciliation of childcare vouchers.
If you require the phone number as well, you can enable this option. It is left as disabled by default.
Please click on "Save" to avoid losing any changes.
API Integration
By the time you've signed up, we would have selected the relevant API integration for you. If required, you can find your integration details here.
Logout
Finally, you can log out by clicking on "Logout"