Payments & Billing
Set up payment providers, raise charges, manage finances and refunds, and bill tuition fees.
Search
-
Payments Overview
Choose payment options and understand fees, student accounts, wallets and childcare vouchers.
- Which module should I use? Instant Book, Preference, Parents' Evening, Trips or Sports
- Fees Summary screen
- Student Accounts Overview
- Wallet Accounts Overview
- Adjustment Fees and Parent Wallets
- Childcare Vouchers
-
Raising Charges
Charge parents for activities and events: quick charges, adding or removing charges, consent with fees and extra fees.
- Charging Parents a Fee with Quick Charge
- Adding And Removing Charges 🎬
- Requesting Consent / Availability and Charging a Fee
- Adding an additional fee to a student for an existing event
-
Managing Finances
Manage money in SchoolsBuddy: vouchers, wallets, recording payments, chasing overdue payments, reconciliation and leavers' balances.
- Bluesnap Payment Quick Reconciliation
- Clearing Leavers Balances 🎬
- Manually recording a Payment 🎬
- Balance updates: parent wallet
- Chasing overdue Payments in SchoolsBuddy
- Restricting the use of Childcare Vouchers using groups
-
Refunds
Refund, credit, discount or write off fees, including mass adjustments and refunds to the original payment method.
- Giving a Refund through Amazon Payment Services (Payfort)
- Refunds and Credits Process Overview
- Refunds, Discounts and Write Offs within SchoolsBuddy
- Fee - Mass Adjustments / Mass Discounts and Refunds
- Refunding Money Back to the Original Payment Method
- Giving a Refund through PaySafe
-
Tuition Fee Billing
Bill tuition fees: initial set-up, billing cycles, invoices, OpenApply data sync and FAQs.
- Tuition Fee Billing - FAQ
- Tuition Fee Billing: Data sync with OpenApply
- Tuition Fee Billing: Initial Configuration - Fees and Invoice Templates
- Tuition fee billing: setting up a billing cycle and creating a batch of invoices
- Tuition Fee Billing: Managing Invoices
-
Payment Provider Set-Up
Set up online payments with Stripe, Bluesnap, CyberSource or Amazon Payment Services.
- Stripe Creation/Linking
- Bluesnap
- Amazon Payment Services (APS) - Before Account Creation
- Updating setting in your newly created Amazon Pay (APS) account
- AsiaPay Account Setup
- Updating your Asiapay account