Learning more about the fees tab in SchoolsBuddy
14 articles in this category
Which Payment options to use when creating fee related events in SchoolsBuddy. As you can see from the above table we recommend and suggest that most options are catered for via an Instant Book Container. Only need the single event optio...
How to charge a parent a fee via a Single Payment 'Direct Charge' or with 'Consent' Use this article to help you setup a simple fee only event to charge a group of students. It is possible to complete this process with or without parent conse...
Manually Recording a Payment in SchoolsBuddy 1. Click the 'Fees' tab. 2. Click the 'Pupil Search' tab. 3. From there, search for the pupil you wish to record a manual payment against. Type the pupil name into the se...
Editing a Charged Fee in SchoolsBuddy 1. Click the 'Fees' tab. 2. Click the '+' symbol against the Group you wish to amend a fee within. 3. When selected, this will expand the group view and all the events formed within ...
Adding an additional fee to a student for an existing event 1. Click the 'Fees' tab. 2. Click the '+' symbol against the Group you wish to add a fee to a pupil. 3. When selected, this will expand the group view an...
Recording a refund within the Fees tab in SchoolsBuddy IMPORTANT NOTE: You should only use a refund if you are refunding a charge that has been paid. If you need to amend a charge that has not been paid click here (https://everybuddy.suppor...
Giving a Refund through Stripe in SchoolsBuddy If the payment provider used by your School is Stripe and you wish to give a parent/pupil a refund for a payment, this must be completed via Stripe. This process contains two stages. 1:- Ob...
Chasing overdue Payments in SchoolsBuddy 1. Click the 'Fees' tab. 2. Click the '+' symbol against the group/year/grade and find the correct event you wish to send a fee chase. 3. Click the red envelope/letter that symbol l...
Giving a Refund through Checkout.com If the payment provider used by your School is Checkout.com you wish to give a parent/pupil a refund for a payment, this must be completed via Checkout. This process contains two stages. 1:- Obtaining th...
Moving a fee from one activity to another for a student It is possible move the charge from one activity to another but until SB implements a credit balance system (coming Oct/Nov 2018) then you will need to record any differences in the am...
Allowing payments by Childcare Vouchers (v2)* Parents can now have the option to 'pay' by adding an amount due to their balance. Alongside their usual payment options parents will now also see a button like this: Please be aware t...
Generating Fees for Groups in a preference container/sign up. **PLEASE NOTE: FEES CAN ONLY BE GENERATED ONCE** If you need to make changes in the days/weeks after generating events you may wish to delay generating fees until this process is ...
Giving a Refund through PaySafe If the payment provider used by your School is PaySafe and you wish to give a parent/pupil a refund for a payment, this must be completed via PaySafe. This process contains two stages. 1:- Recording the refund und...
How to reconcile income via Paysafe with SchoolsBuddy Schools will receive a weekly (or daily) payout from Paysafe. This will be the net amount after the % card charges have been deducted, however, for reconciliation this would be done against t...