Payments

What is covered in this article?

• What is the Payments feature?
• How do families engage with Payments?
• How do I use the Payments feature in my site?
• Part 1: Create a Payment Form
• Part 2: Add Payment Form to Registration, Re-Enrollment or General Packet
• How do I track submitted payments?
• How will I receive the payments?
• Payments FAQ
• Interested in the feature?

What is the Payments feature?

SchoolMint's Payment feature allows you to track different types of payments throughout the school year. SchoolMint partners with Stripe as a third-party vendor. If you would like to test your integration before going live, you can use this guide to test thoroughly. Parents will directly pay Stripe (through SchoolMint) by entering credit card information.

How do families engage with Payments?

Payments can be added to all SchoolMint packets: registration, re-enrollment, and general packets. When parents are completing the packet, they will see the payment form as part of the packet. Parents can decide if they want to submit the payment online (credit card), or in person at the school (cash/check).

How do I use the Payments feature on my site?

There are two components to using the Payments feature:

• Part 1: Create a Payment Form
• Part 2: Add Payment Form to Registration, Re-Enrollment or General Packet

Part 1: Create a Payment Form

• Step 1: Work with your Customer Success Representative to ensure that the Payments feature is turned on (this does come at an additional fee);
• Step 2: Go to Settings > Manage Forms > Payment Forms
• Step 3: Create a new Payments Form:
  • 1) Name the form ("Soccer Team Payment" or "Fall Tuition")
  • 2) Include a Description ("This payment covers the soccer team fees.") This description shows up on credit card statements and when parents are prompted for their credit card information
  • 3) Create an Account Code for your records
  • 4) Set an Amount (in U.S. dollars)
  • 5) Determine if you would this payment to be paid later in person, by checking/unchecking box
• Step 4: After creating the form, you can translate the form into the languages of the SchoolMint platform

Part 2: How to Add Payment Form to Registration, Re-Enrollment or General Packet

• Step 5: Once a form is created, the payment form can be added to a registration/re-enrollment/general packet!
• When you are building your Registration, Re-Enrollment or General Packet, you will see the option to add a Payment Form in 
  • How to Add to Registration Packet: Settings > Manage Registration Packets > Step 4: "Select which Payments you want to include in this registration packet"
  • How to Add to Re-Enrollment Packet: Settings > Manage Re-Enrollment Packets > Step 4: "Select which Payments you want to include in this re-enrollment packet"
  • How to Add toGeneral (Year Round) Packet: Settings > Manage Packets > Step 4: "Select which Payments you want to include in this general packet"

How do I track submitted payments?

To track payments submitted, the Payments Report will display all the students who have submitted payments. A SchoolMint admin can refund a payment to a parent if that is applicable. The steps for a refund will be as follows:

1. Click View button next to student's name on Payments screen
2. Modal pops up, click Refund, confirm
3. Parent gets text confirmation that refund will be processed in x days
4. You as an admin can export the Payment Report and it will show student as $0 once refund is issued

How will I receive the payments?

You will be sent a physical check 3 weeks into the following month after the end of the previous month (For example, if you received payments throughout the month of January, your physical check will be sent to you on the 3rd week of February).

Payments FAQ:

Is there a limit to the number of Payments I can create?

• No! You can create as many, or as few payments as is needed for your organization/school.

Interested in the feature?

If you are interested in this new feature of SchoolMint, please contact your Customer Success Specialist and include this Help Center article link.

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