Overview

Set the pre-selected payer/OP_Set_PreSelected_Payer is located in Financial Settings > General Settings > e-Payments > Basic Settings. It defines which payer is automatically selected by default when an end user starts an online payment.

What This Setting Does

This setting determines the default payer that the system proposes when someone begins an online payment, based on a dropdown list of options such as the logged-in user or the registered payer on file. It saves end users from having to manually pick a payer every time, while still allowing that choice to be changed if Allow end user to select the payer/OP_Allow_End_User_To_Select_The_Payer is also enabled.

Where It Is Used

This setting affects the Online Payment screen where a _Student_ or _Parent_ starts a payment.

• Main Menu > Financial > Online Payment – when a _Parent_ or _Student_ clicks the Online Payment button on the main financial page, this setting determines which payer is automatically proposed for the transaction.
• The same default payer behavior applies wherever the Online Payment screen is reused, such as when paying for an admission application or a re-registration.

Business Logic / Behavior

• This is a dropdown (single-select) setting, not a toggle.
• Available options include: no default payer, the currently logged-in user, the registered payer on file for the _Student_, or the registered payer unless that payer is a company.
• The default value used by the system is the registered payer on file, unless configured otherwise.
• This pre-selected payer can still be overridden by the end user if Allow end user to select the payer/OP_Allow_End_User_To_Select_The_Payer is enabled; otherwise it is used as-is.

Example(s)

A College wants the payment form to always default to the parent who is officially registered as the payer of record for each _Student_, to reduce confusion during checkout. The administrator sets Set the pre-selected payer to the registered payer option. When a parent opens the Online Payment screen to pay a $520 installment, the registered payer’s name is already filled in as the payer, so the parent does not have to type or select it before completing the $520 payment.

When to Use

Use this setting whenever online payments are enabled and the institution wants to control which payer is proposed by default. Choose the logged-in user option if payments are typically self-service, or the registered payer option if the institution maintains a formal payer of record for billing purposes. This setting is most useful in combination with Allow end user to select the payer/OP_Allow_End_User_To_Select_The_Payer, which decides whether end users may change this default.

Notes

• Prerequisites: Enable online payments/Use_Online_Payments must be turned on for this setting to take effect.
• Related settings: Allow end user to select the payer/OP_Allow_End_User_To_Select_The_Payer (Financial Settings > General Settings > e-Payments > Basic Settings); Enable online payments/Use_Online_Payments (Financial Settings > General Settings > e-Payments > Basic Settings).

K-12 vs Higher Education: This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.