Username: The new user names are the first part of your CPSB email addresses. So if your email is then “” your user name will be: kduffield. Password: Everyone will start with the same password Admin123(case sensitive). The system will prompt you to change your password the first time you login. Your new password must contain a number, a lowercase letter, an uppercase letter, and be between 6 and 20 characters long. PRINTING REPORTS: Go to Reports”,”Transaction Reports”, Transaction (PFI)”. “Reports”, “PFI/PASS “Daily Change the following on the daily transaction report screen: Select SCHOOL” from the School drop down menu “YOUR Enter your last name in the Fee Name field (this will pull up all fees associated with you) Enter the date range you want to see payments made Unselect Fee Description”. This will enable you to see more students on a page “Include Select Grouping” on Report Options “No Click Report” “Generate If you have multiple fees assigned to you, click on the Name” column and it will sort the fees for “Fee you automatically. Click the PDF button on the top right hand of the screen and you can print the report if you need to. It will allow you to export to Excel also. To look up an individual child: Make sure SCHOOL NAME is selected and type in the student ID in the Patron ID field and hit Grouping”. “No This will show you all fees the student has paid ONLINE only.
Username: The new user names are the first part of your CPSB email addresses. So if your email is “” then your user name will be: kduffield. Password: Everyone will start with the same password Admin123(case sensitive). The system will prompt you to change your password the first time you login. Your new password must contain a number, a lowercase letter, an uppercase letter, and be between 6 and 20 characters long. PRINTING REPORTS: Go to “Reports”, “PFI/PASS Reports”,”Transaction Reports”, “Daily Transaction (PFI)”. Change the following on the daily transaction report screen: Select “YOUR SCHOOL” from the School drop down menu Enter your last name in the Fee Name field (this will pull up all fees associated with you) Enter the date range you want to see payments made Unselect “Include Fee Description”. This will enable you to see more students on a page Select “No Grouping” on Report Options Click “Generate Report” If you have multiple fees assigned to you, click on the “Fee Name” column and it will sort the fees for you automatically. Click the PDF button on the top right hand of the screen and you can print the report if you need to. It will allow you to export to Excel also. To look up an individual child: Make sure SCHOOL NAME is selected and type in the student ID in the Patron ID field and hit “No Grouping”. This will show you all fees the student has paid ONLINE only.
Payforit%20Manual%202018%2008%2029.docx