Overview

Payments allow transactions through an external payment provider in SchoolEngage. These payments can be attached to fields in the forms to allow guardians to pay for the appropriate items based on their child’s needs.

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Payment orders and their statuses can be quickly viewed on the review page if any application that you’re reviewing has an associated payment. This can been seen with in the status column. If there is a green $ icon, that represents that the order has been paid. A red $ icon means that we are still awaiting payment for that application.

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Orders on the Payment Orders Screen

The payment orders screen lists all of the orders currently in the system. It also provides filtering options to allow users to better search for specific orders.

From this screen you can do many things with each order:

• Send Emails with the Envelope Button

• Open the order detail information with the “i” button

• If a payment order has a recurring portion to it, it will have a button with a card icon appear under the card icon column. Clicking this button will display the information for each individual recurring payment.

• Go direction to the associated application by clicking on the form name in each row

• Go directly to the guardian or student profiles by clicking on the relevant user’s name.

From this screen, it’s also possible to send mass emails based on the selected and filtered orders by using the Actions with Selected button.

Order Detail Information

Attaching Payment Items to Forms

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