Create and Update Payers

You can create and update payer contact information in the SFS. A payer account is used by a student or Authorized User to view, pay, and manage their bill.

You must have the correct permissions manually create a new user or update a student's personal information.

If you want to create a user but do not see the option, the permission is controlled with the Ability to manually create a new user (payer) permission on the Edit User page.

If you want to edit a user's ID, date of birth, first or last name, the permission is controlled with the Ability to update a student's ID, Date of Birth, First and Last Name permission on the Edit User page.

If you need access, please contact the Flywire administrator at your institution or contact Flywire Support at [email protected].

Create a new payer

You can create an SFS account for a payer, such as a student or Authorized User.

Finding the page

  1. Select the Actions menu and click Create New Payer.

  2. On the Create New Payer page, enter the payer's information.

  3. Click Continue.

  4. Review the payer's details and click Create.

On the Page

The Create New Payer page where you can add the payer's information.

First Name

The payer's first name.
Last Name

The payer's last name.
Email Address

The payer's email address in your ERP.
Is Payer Current Or Former Student?

Select whether the payer is a current, past, or future student at the institution.

  • If the payer is a student, select yes and complete the fields.

  • If the payer is an Authorized User (e.g. a parent or guardian), select no.

Student Account ID

The user’s ID from Peoplesoft or Banner.
Date of Birth Month

Enter the month, day, and year of the payer's birth date.

Date of Birth Day
Date of Birth Year
Student will login using an email address and password

Select if you want the user to ONLY log in with single sign-on. This stops a new user from receiving an email to set up an account.

  • If the payer will access the system via a pass-through from your institution’s website (most typical if the payer is a student), do not select the check box.

  • If the payer will log into the system directly (most typical if the payer is an Authorized User), select the check box.
Preferred Phone Select which phone number is preferred for the payer.
Mobile Number The payer's mobile phone number. Enter phone numbers in international standard (E.164) format (e.g. +13124445757).
Home Phone Number The payer's home phone number. Enter phone numbers in international standard (E.164) format (e.g. +13124445757).
Other Phone Number Another phone number for the payer. Enter phone numbers in international standard (E.164) format (e.g. +13124445757).
Country The payer's mailing address including the country, city, state, and zip.
Address
City
State
Zip
First Name

Update Payer Contact Information

You can update any part of a payer's contact information.

Finding the Page

  1. Search for the payer using the Payer Search function.

    1. Click Payer Search in the SFS title bar.

    2. Enter information in at least one field to search for a payer.

    3. Click Search.

      Search results are limited to 200 payers.

    4. Select the payer from the list of results.

    Search criteria

    You can search for payers using the following criteria.

    Account ID

    The Account ID is an identification code you use for the payer in your student information system (SIS).

    First Name

    The payer's first name.

    Last Name

    The payer's last name.

    Payer Email Address

    The payer's email address.
    Payment Plan Status

    The status of the payment plan.

    The status of any payment plan will be one of the following:

    Active

    The payer has provided payment (credit card or bank account) information, accepted the terms, and has not defaulted.

    Cancelled

    Your institution has rescinded the payment plan and the remaining account balance is due in full.

    Completed

    The payer has paid the balance in full outside of the payment plan system. Completed plans cannot be re-activated.

    Defaulted

    The payer has missed a number (established by your institution at implementation) of installment payments.

    Offered

    The payer has not yet entered payment information (credit card or bank account) and accepted payment plan terms.
    Paid in Full The payer has paid the entire balance.

  2. Select the payer from the list of results.

  3. Select the Payer Actions menu list and click Edit Payer Account.

  4. On the Edit Account page, update the appropriate field(s).

  5. Click Save Account.

On the Page

The Edit Account tab on the My Account page where you can update your information.

First Name

The payer's first name.
Last Name

The payer's last name.
Email Address

The payer's email address in your ERP.
Secondary Email Address An additional email address for the payer.
Mobile Number The payer's mobile phone number. Enter phone numbers in international standard (E.164) format (e.g. +13124445757).
Home Phone Number The payer's home phone number. Enter phone numbers in international standard (E.164) format (e.g. +13124445757).
Other Phone Number Another phone number for the payer. Enter phone numbers in international standard (E.164) format (e.g. +13124445757).
Preferred Phone Select which phone number is preferred for the payer.
Country The payer's mailing address including the country, city, state, and zip.
Street Address
Address 2
City
State
Zip