Configuring Advanced Payment Options for Admission Application
SchoolsFocus EdTech Solutions
24 steps
2 minutes
Schoolsfocus
Creating Advanced Payment Options
1
Sign in to your school portal as an admin/super-admin
2
Click "Admission"
3
Click "Settings"
4
Click "General Settings"
5
If the Admission Exercise is not yet created, go ahead to create it.
6
Find the Admission Exercise you want to configure, click the "gear icon" next to the default form cost (as shown below) to proceed to configure advanced payment options for the exercise
7
Click "Add New Cost"
8
Provide a name for this payment option
9
Click the entry classes/programs this payment option should apply to
10
Enter the amount for the payment option
11
Click "Apply tag(s) to applicants who make this payment".\ \ This step is very important if you want to later identify those who made this payment for any future purposes - such as setting up subsequent payments for them, etc.\ \ The selected tag(s) will apply to their application entries, and also automatically when doing their applicants-to-students enrollments, thus also applying to their students account profiles.
12
Select the tag(s) you want to have applied to those that make this payment, and click "Ok"
13
Follow the same steps to add more payment options as may be necessary.\ \ For this guide, we'll add one more payment option.\ \ Click "Add New Cost"
14
Provide a name for this payment option
15
Select the entry classes/programs it applies to
16
Enter the amount for this payment option
17
Click "Apply tag(s) to applicants who make this payment"
18
Select the tag(s) to apply to those that make this payment, and then click ok
If you want to add even more options, you can repeat the same steps we did above to add more options.
19
When done, click "Update Form Cost Settings".\ \ Once successfully saved, click "Close".
Testing the Application Payment Options
20
Click "Application Portal"
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Click "Start New Application"
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Find that Application form and click "Apply Now"
23
Select an entry class/program to apply for
24
Observe the options that appear in the "Payment Option" dropdown to confirm if your configured payment option(s) is working as expected.
If everything is okay, then it means that the system will generate application payment invoice for each applicant based on the payment option selected.\ \ Also, the applicant will have any selected/associated tag(s) applied to their application entry, and this will also follow through to their enrollment into the students info-system. The tags can then be generally used for any further classifications or future payment invoice generation.
