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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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Attaching Payment Items to Forms

Time to Charge

For the form there are three point that can be selected for when to charge the parent

  1. Allow to pay later

    • This allows the parent to submit the form but pay for the charges at a later time

  2. Submit after payment

    • The form that the parent is working on will only be submitted after the parent has made the payment

  3. Charge on Approval

    • With this setting, the parent can submit the form and enter their payment information, but they will only be charged once the form is approved

Payment Conditions

You can select from any existing field on the form with multiple options to be a conditions. Conditions determine what payment item should be applied to the form when the parent submits it. Up to three conditions can be grouped at once to determine the proper payment items.

As an example, you could group the grade, distance, and program conditions on the form. In that way a Student who is in the Regular program Grade 4 and resides <2KM from school would pay a different item than a student who is in Kindergarten French Immersion and residing >2KM from the school.

When selecting the payment items, for ease of use, every option below the selected one that hasn’t been modified yet will match the new selection. Keeping this in mind while you’re selecting your conditions order could save some time on setup.