# Send a secure payment-method request

Category: Billing

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

Use this when a family needs to save ACH/bank or card details for future payments.

1. Open `Billing & Invoices`.
2. Choose the correct family.
3. Review guardian and billing email options.
4. Select the intended recipient email.
5. Send the secure payment request.
6. Tell the parent to start from the branded The BEE Suite link.
7. Explain that `Save card` is presented first and `Connect bank account` remains available for bank verification.
8. Tell the parent the exact total is shown before submission and no processing fee is added to their payment.
9. Remind the parent that The BEE Suite does not store bank login credentials, full bank account numbers, or full card numbers.
10. Explain that saving the method does not enable autopay. The parent enables autopay separately from their Parent Portal. Directors cannot enable it on the parent’s behalf.

## Verify the result

Verify the intended payer receives the secure request through the approved workflow.

## If something goes wrong

Do not collect card or bank details in email, chat or a recording. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/BILLING_ADMIN_SOP.md — Send A Secure Payment Method Request. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.