Learning more about the fees tab in SchoolsBuddy
16 articles in this category
Overview How we internally handle fees has changed dramatically and hopefully for the better. We have updated our fees summary screen, added in a student summary, parent wallet and childcare voucher balance screens. We allow for parents to pay...
What you will see Our summary screen has changed to 5 columns. Specific to how schools work with multiple charges, corrections, discounts and payments, refunds and more all supported. The 5 new columns are: Fees Charged - what ...
What is an adjustment? Don't think refunds or credits just think how much do I need to adjust the 'fees charged' and we do the rest. i.e if the fees charged to a student was £20 but now it needs to be £10 for whatever reason you need to make...
There are two methods to recording a payment. The record payment screen is the quickest way to add a payment receipt, however, it is possible to access this function from the summary screen From the Fees tab Click the 'Fees' tab and rec...
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...
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...
Giving a Refund through Stripe 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:- Processing a Withdrawa...
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 and you wish to give a parent/pupil a refund for a payment, this must be completed via Checkout. This process contains two stages. 1:- Processing...
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:- Processing a Withdraw...
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...
Paying by Childcare Vouchers (parent view) When a Parent makes a booking, if applicable they can pay by Childcare Voucher. To this the Parent would navigate to the booking, click to book, and on the payment options screen choose 'pay by vouc...
You can use groups to restrict the use of Childcare Vouchers to only those eligible to receive them. To do this click on the Reception tab and choose Groups. Then choose 'Add Group' to create a new Group Call this Group a relevant...
Any type of refund or price adjustment can be processed back to a wallet for the parent to use against other activities, or to be refunded through the original payment method. There are two ways of doing this - either cancel the booking from the ...