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.

Regardless of the current status of the payment, hovering over the dollar sign icon will provide a short description of the payment and clicking on it will bring up the full order detail information.

Orders on the Application Screen

If an application has a payment attached to it, there will be a button in the right hand menu under the review section labeled “Payment” with the current status of that payment. Clicking on that button will once again open up the full order detail information.

In a scenario where the incorrect payment item has been applied to an application, it is possible to correct the form and save it. This should regenerate the payment items for this app as long as they currently have a Not Paid status.

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• 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.

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Below, you can see an example of the Order Detail modal that appears when you’d like to further inspect payments in more detail.

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Audit

Receipt

Refunds

Mark As…

Attaching Payment Items to Forms

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