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.
Payment Items
Basic Options
In order to incorporate payments into forms, Payment Items that parents can pay for must first be created.
These payment items have many options:
Type
Can be a “normal” single payment, for incorporate a “recurring” monthly payment to allow parents to pay for things in installments.
Name
The reference name of the payment item. This will appear in the parents basket as well as receipts.
Category
The category of the payment for better organization in the interface.
Description
A more elaborate description of the payment item. (But can be the same as the name) This will appear in certain modals when referencing the payment item.
GL Code
And internal code that can be used to keep track of items when exporting payment data from SchoolEngage.
Count
The maximum number of these items that are available to purchase. This setting is optional, but will prevent parents from buying more of the item than is available.
Recurring Payment Options
Initial Payment
The portion of the price that will be paid on checkout.
Amount Recurring
The number of times that payments should come out.
Months to recur over
The number of months that the recurring payments should come out over.
Month to start
The month that the recurring payments should begin.
Payment Orders
Payment orders and their statuses can be view in multiple locations within the SchoolEngage interface.
Orders on the Review Page
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 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 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.