How to manually record payments using parent's credit or voucher balances (or other forms of payment).
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 a student/member was original charged Adjustments - anytime you adjust a...
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 with any credit they may have in their wallet and al...
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.For example, if the fee charged to a student was £20 but now it needs to be £10, you need to make an adjustment. You can mark an adjustment as a Correction, Discount,...
This article explains how to record offline payments, using cash, bank transfers, refunded credit or childcare vouchers for example. In order to record payments you will need to have the Fees Admin staff role enabled. Contact your school Organisation Super Admin user(s) to give you permission if y...
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 options for very simple charges or when you want to PUSH pare...
How to charge a parent a fee via a Single Payment with 'Consent' Use this article to help you set up a simple fee only event to charge a group of students. It is possible to complete this process with or without parent consent. If you do not require consent please see the ' Quick Charge Article'. Th...
PLEASE NOTE: To add a fee for an existing group the student will only appear in the search box if they have attended an event in this group before or are a member of this group. If you cannot find the student please add the student to the group prior to attempting to add this fee. For instructions of...
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 Withdrawal from the Wallet under Fees in SchoolsBuddy 2:- Givin...
Chasing overdue Payments in SchoolsBuddy 1. Click the 'Fees' tab. 2. Use the filters to find the group and click the '+' symbol against the group to find the date of the event you wish to send a fee chase. 3. Click the red envelope/letter that symbol located on the far right of the screen. 4. When ...
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 a Withdrawal from the Wallet under Fees in SchoolsBu...
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 complete. **IF YOU HAVE SET YOUR GROUPS AS COST 'PER ...
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 Withdrawal from the Wallet under Fees in SchoolsBuddy 2:- Gi...
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 voucher' A confirmation message will pop up which the ...
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 name, such as 'Childcare Vouchers Group' and fill in the d...
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 Activity container, or cancel the fees from the Fees ...
Giving a Refund through AsiaPay If the payment provider used by your School is AsiaPay and you wish to give a parent/pupil a refund for a payment, this must be completed via AsiaPay. This process contains two stages. 1:- Processing a Withdrawal from the Wallet under Fees in SchoolsBuddy2:- Giving the...
In response to a number of requests to make reconciliation with Paysafe clearer we have created a new report to help you. Within the Fees and Reports tab, simply choose your usual Finance Dashboard The first step to reconciliation is to change the date range on the main dashboard to reflect a month o...
We understand that sometimes it is difficult to match transaction amounts with your Paysafe payouts. We can offer the following guidance to help you recognise the payout totals. Firstly we recommend that you download your Monthly Transaction Statement from your Paysafe portal, which brings it into a...
What are Mass Adjustments? These give the ability to make multiple discounts and refunds by student or by event. There are two tabs within the main Fees tab.Mass Adjustments by Student - Adjust certain events for one student, examples: removing all charges or reducing certain ones by half.Mass Adjust...
To quickly charge parents a fee for a group or year, use the Quick Charge function. N.B. If you want to charge students that aren't in a group yet, see this article to create a group first.1. Go to Fees and click on the Quick Charge tab. Search for a group or year name.2. If the group or year has ...
Adjustments SchoolsBuddy allows you to manually make adjustments to the parents' wallet. This could be in a Credit form or withdrawing to pay off a debt. Credit- Giving Funds - from the wallet Withdrawal- Removing Funds - from the wallet Parent Wallet Account Parent wallet account balances can be s...
Please click below for video:https://faria.s3.amazonaws.com/SchoolsBuddy/Add+and+Remove+Charges+Using+The+Fees+Summary+Screen.mp4
Please click the link below for video:https://faria.s3.amazonaws.com/SchoolsBuddy/Adding+a+Charge.mp4