How can your customers check their balances and pay online?

Your customers will need access to the system, either via the Guardian/Student portals. This is the only way they can recover documents and process online payments.

Payment requests will appear in the menu headers and a dashlet for quick payment links will show on the overview.

Payment requests

This will show all transactions and give the final balance. It will allow users to pay if you have set up online payments, and set up mandates (direct debit).

Customers can download PDF copies of their invoices, and credit notes. 

Click on the blue description which will open a slideover providing further details on the item.

From the slide-over panel users can download the original invoice or the receipt if the status is settled.

If the item needs payment and you have activated the online payment options.

The pay button will appear.

Items will show these statuses;

	The invoice has been published, and the due date has not passed
	The invoice has been paid
	The due date is now passed for the invoice

Users have the option to open the PDF invoice or credit note directly in a new tab on their browser by clicking on the document icon. Use the arrow to open a download option.

Paying online

MySchool works with Stripe. You choose which payment methods are enabled for your users, credit card, bank transfer or other methods. These are controlled on your organisation's stripe admin panel.

Your customers can choose to pay invoices individually or set up mandates to pay automatically. 

For Stripe card payments, the customer is directed to the external checkout page and can proceed to enter their card payments.

After clicking the pay button, the user will be directed to a confirmation page, showing payment reference, amount and the possibility to print a copy of the payment receipt. 

Once successful, the user will have a confirmation page, where they can print the receipt or close to return to the Parent Portal.

The dashlet will only show outstanding payments and allow guardians to pay directly from there.

Why not set up direct mandates? Have a look at this article, which will help guide your users to setting up a direct debate with Stripe Connect.