Overview

Payments allow transactions through a payment provider in SchoolEngage.

Payment Items

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.