After the resource has been added, the Administrators may configure the resource by selecting the relevant parameters on the Settings page that gets reflected on different pages of the resource.

Click the Invoice Resource that you added within the group quick links list. You will see the following page.

Setting up the Invoice Resource

Click Settings to configure the resource. You will see the following options:

Click the Instructions link to set the messages that would appear on the following pages:

Message on School Home page: Message displayed on the Home page of School Group.

Message on Home page: Message displayed on the Home page of Invoice resource.

Message on the Payment page: Message displayed on the Pay page of Invoice resource.

Statement Footer Message: Message displayed on the PDF of Invoice Reports.

 Click the Configurations link and specify the required configuration values.

Enter/select the configuration details:

  • Tax ID – This will be displayed on the Invoice Reports of the PDF files for tax exemption.
  • Current payment due – The payment due displayed across the pages includes the dues of 30 days from the current date.
  • Show recurring transactions – For the recurrence period if the invoice is a recurring type like tuition fee.
  • Show payment notes – For having notes on payments.
  • Delete unpaid invoice while purging –To delete the unpaid invoices during purging.
  • Autopay – To set time period and reminder emails for autopay of the invoices.

Note: Even if you have configured either Vanco or Diamond Mind in the Payment Configuration section of the Settings page, you must make sure that the Autopay option is set to Enable in the Configuration section in order to access the additional options such as Schedule Report in the Reports tab and Manage Autopay and Autopay Status in the More tab.

Click Update to save the configuration.

Click the Category link to add the payment categories.

Enter the payment category details:

  • Name – Name of the invoice type.
  • Autopay – The payment autopay options.
    • Disabled – If don’t want the autopay option for this particular invoice. So that the money from the member’s account doesn’t get debited automatically.
    • Enabled – If you want the autopay option available so that the invoice is paid from the member’s account automatically.
    • Mandatory – If you want allow the members to pay through Vanco account.
  • Tax Exemption – Specify whether the invoice is eligible for tax exemption or no.

Click Add. The payment/Invoice categories get added to the category list section.

Note: Invoice category cannot be deleted if it is already in use in any of the invoices.

Click the Payment Types link.

Enter the payment types details:

  • Payment Types –Enter the payment type.
  • Tax Exemption – Specify whether the invoice is eligible for tax exemption or no.

Click Add. The payment type gets added to the category list section.

Click the Payment Configuration link.

Click the Edit link on the top-right.

 

Enter/select the payment configuration details:

  • Show ‘I will pay later’ button – If you want to allow the payment to be done even after the cut-off date for a particular invoice, you can set this to ‘Yes’, and the member can see I will pay later option on the Payment page.
  • Allow partial payment – If you want receive partial the payment for a particular invoice, you set this to ‘Yes’ and specify the minimum amount.
  • Allow payment more than due amount – If you want to receive more than the due payment for a particular invoice, you set this to ‘Yes’ and specify the maximum amount.

Click Update to save the payment configuration.

Enter/select payment processor details:

  • Payment Type – Select one of the payment type such as Check Card, Credit Card, and Vanco.
  • Processor Name – Based on the selected Payment Type, this gets automatically updated.
  • Convenience Fee – Specify any additional fees such as check processing fee or something similar according to the custom of the place.
  • Email – Your school (business) email.

Click Add to add the processor configuration.

Note: If you select Payment Type as Vanco or DiamondMind, the Processor Configuration fields differ.