Creating and Managing Voucher Agencies

Voucher Agencies define how vouchers are issued and managed for your school or institution. This page shows you how to create new agencies and update existing ones.

  1. Select the Manage company (school) from the drop-down list at the top of the screen.

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  2. Navigate to the All Agencies section.
  3. Select the Create Agency button in the upper right corner.

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  4. Fill Out the Create Agency Form
    FieldRequiredDescription
    Agency NameThe formal name of the agency. Used in order files and visible to students unless an agency label is provided.
    Agency LabelOptionalOverrides the agency name in checkout views to students.
    Voucher RestrictionsOptionalRestricts voucher use to categories like "required only" or "adopted only" materials.
    Student Pay ModelDefines repayment expectations: either no repayment (covered by existing balance) or charge to student account.
    DescriptionOptionalOptional context to display in checkout.
    SIS Automated AgencyOptionalSelect if voucher creation is managed via SIS data feeds. Only one agency per school can be SIS-automated (formally “BCP”)
    StatusChoose between Active or Inactive to control agency availability.
  5. Click Create to save and activate the new voucher agency. If created as inactive, it can be activated later

Managing Existing Agencies

  1. View Agency Details
    • From the All Agencies table, click the Agency Name to open the agency’s voucher and configuration page.
  2. Edit or Deactivate an Agency
    • Click the menu icon (•••) on the right side of the agency row or the edit icon from the Agency page
      • Edit Agency – Modify name, pay model, restrictions, etc.
      • Add Users – Shortcut to the Add Users page.
      • Add Vouchers – Shortcut to the voucher management page.
      • Deactivate – Retires the agency, removing it from active lists.

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Important Notes

  • SIS Automation: Only one agency per school can be set as SIS automated.
  • Pay Models:
    • No Repayment: Treated like financial aid; student does not “pay” the school.
    • Repayment Required: Charge expected to appear on the student account; the student owes the school. Must set up transaction report to exchange transaction data
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