Enabling & Configuring the Payment Plan App

Configure Access
   You can give users access to the app, by doing the following:
›   Go to "App Store" > "My Apps" tab.
›   Search for "Payment Plan" > Select the App from the list.
›   Click on "Configure".
›   Add the user's in their applicable option > Click on "Save"

Available Configuration
   The following access are configurable for the app:
›   "Who can manage payment plans?"
   ↪   Assign users who will create and manage Payment Plans.
›   "Who can manually run scheduled payments?"
   ↪   Assign users who will charge payments ahead of schedule.
›   "Who can schedule upcoming payment notification?"
   ↪   Assign users who will configure the Upcoming Payment Email Notification schedule.
›   "Who can run summary reports?"
   ↪   Assign users who will run Payment Plan Summary Reports.

Go to "App Store" > "My Apps" tab > Click on "Configure" for the Payment Plan App

Available App Configuration

Update the configuration > Click on "Save"

Enabling Online Payments (if applicable)
   If need be, you can enable and configure the Online Payments feature by doing the following:
›   Go to "Settings" > "Turn Features On/Off" tab.
›   Click on the "Configure" link beside "School Fees Tracking".
›   In the Online Payments section, tick the "Turn on online payments for the student portal" and/or "Turn on online payments for the parent portal" option(s).
›   If applicable, tick the "Turn on ACH Online Payments" option, and select whether to have this enabled for just students / parents, or both.
›   If applicable, select whether the students / parents will shoulder the Transactions Fees for successful Credit Card and/or ACH transactions.
›   Add users who will manage the Online Payments in the "Select users who will be able to manage & view payments made by parents / students" option .
›   Add users who will be able to process payments on behalf the student / parents in the "Select users who will be able to make payments for parents/students" option.
›   Select whether you would want receipts to be automatically emailed to the payer (either the parents / students).
›   Once you're done setting up the Online Payments access > click on Save.

Connecting to Stripe (if Applicable)
   Once you enable the Online Payments feature, you can connect to Stripe either via the Online Payments tab or the Payment Plan tab:
›   Go to Fee Tracking > Online Payments / Payment Plan tab.
›   Click on Connect with Stripe.
›   You will then be re-directed to the Getting Started with Stripe page.
   ↪   Here you will be asked to enter your Stripe information.
›   After completing the form, you will then be asked to authorize the access, after which you will be redirected back to QuickSchools.

Accessing the Payment Plan
   After setting up the Online Payments and Connecting to Stripe, you can then access the Payment Plan by doing the following:
›   Go to "Fee Tracking" > "Payment Plan" tab.
   ↪   Here you can view the active payment plans, Add new payment plans, and setup additional configuration.
›   By default, only the payment plans with an "On Track" and "Draft" status are shown in the payment plan table.
›   Additional sorting and filtering are as follows:
   ↪   You can sort the payment plans by creation date using the "Plan Details" header.
   ↪   You can search the payment plans by Student Name, Student Number, Invoice Number, or Payment Plan Tags using the search bar.
   ↪   You can find payment plans with a "Cancelled" or "Completed" status by using the Advanced Search.
   ↪   You can filter the payment plans by reports using the Advanced Filtering.

Go to "Settings" > "Turn Features On/Off" tab > Click on "Configure" beside "School Fees Tracking"

Enable and Configure the Online Payments > Click on "Save"

Go to "Fee Tracking" > "Payment Plan" tab > Click on "Connect with Stripe"

Alternatively, go to "Fee Tracking" > "Online Payments" tab > Click on "Connect with Stripe"

Once connected, you can then access the Payment Plan

Click on the inverted triangle in the Search bar to access the Advanced Searching and Filtering Options

Configuring the Automatic Retries
   You can configure the automatic retries by doing the following:
›   Go to "Fee Tracking" > "Payment Plan" tab.
›   Click on the Gear icon found on the top right corner of the screen.
›   Set the Maximum Automatic Retries.
   ↪   By default, this is set to 3, but you can enter a value between 0-10.
   ↪   If this is set as "0", this would mean that the system will not automatically retry the payment after it initially fails.
   ↪   The school would need to manually process all failed payments manually via the Charge Now function.
›   Set the Wait time between Retries (Days).
   ↪   By default, this is set to 3, but you can enter a value between 0-10.
   ↪   If the payment fails for a past installment date, the next automatic retry is scheduled X Days after the current / charge date.
   ↪   If the payment fails for a future installment date, the next automatic retry is scheduled either on the initial installment date OR X Days after the current / charge date (whichever is the latter).
›   Set the CC for Email Notifications.
   ↪   Currently can only accept a single email.
›   Set the BCC for Email Notifications.
   ↪   Currently can only accept a single email.

Go to "Fee Tracking" > "Payment Plan" tab > Click on the Gear icon located on the top right portion of the screen

Update Automatic Retry Configuration > Click on "Save"

   Email notifications are sent to payers that have an installment scheduled in exactly 3 days in the future.
     **(See Notifications & Reporting for more details.)

Configuring the Upcoming Payments Check
   You can configure when the system will check for upcoming payments by doing the following:
›   Go to "Fee Tracking" > "Payment Plan" tab.
›   Click on the "Schedule Upcoming Payment Notifications" button located beside the "Create Payment Plan" button.
   ↪   If you do not see the "Schedule Upcoming Payment Notifications" button, this would mean that you weren't given access to this.
   ↪   In this case, you can either configure the app and add yourself to the "Who can schedule upcoming payment notification?" option, OR you can contact your School Admin and request to be given access.
›   Set up the scheduled task by filling in the following fields:
   ↪   Date -- This refers to when the scheduled task would start.
   ↪   Time -- This refers to the time that the scheduled task would run and when the email notifications would be sent out.
   ↪   Repeat -- This option allows you to set the task to repeat either every weekday, every day, every day of the week, every 2 weeks, or on the same date of every month (option to set an End Date available).
   ↪   By default, this is set to 3, but you can enter a value between 0-10.
   ↪   Description (Optional) -- This allows you to specify a description for the scheduled task.
   ↪   Notify when complete (Optional) -- This allows you to receive an email notification once the scheduled task has been completed. By default, this is set to the active user configuring the scheduled task, but can be changed by clicking on the Change link.
›   Once all relative information has been filled in, click on Save.
   ↪   The system will then use the configuration set to know when to check for upcoming payments.
   ↪   If there are any upcoming installments that fall within the predetermined cases, then an email notification will be sent out.
›   The scheduled task can be edited by clicking on the "Schedule Upcoming Payment Notifications" button.
   ↪   You can save the changes made by clicking on the "Update" button.
   ↪   Alternatively, you can delete the scheduled task by clicking on the "Delete" link.

Go to "Fee Tracking" > "Payment Plan" tab > Click on "Schedule Upcoming Payment Notifications"

Setup the Scheduled Task > Click on "Save"

Successfully created the Scheduled Task

Click on "Schedule Upcoming Payment Notifications" to Edit or Delete the Scheduled Task