How to add Payment and Charge types

How to add Payment and Charge types

Payment types relate to how customers pay for their lessons. - For example, Cash, EFTPOS, or Bank transfers.

Charge types relate to the debits and credits of a customer or student's ledger. For example, discounts are credits against a customer's balance.

To set up a payment or charge type,  go to the Settings menu, then under the Manage Payments tab, select payment or charge type.

Adding Payment Types

To add a payment type,  click  “Add New Payment Type”.   Enter the name of the payment type you wish to create - Cash, Credit card, etc.

If you want the payment type to display in the back office or in the parent portal, choose TRUE, if not, choose FALSE.

Once done,  click on the check icon button to save.

If you wish to add payment-type fields, click on the plus sign.

To edit or delete any payment type, you may click the Edit (Pencil icon) or delete button (Trash can icon). 

Adding Charge Types

To add a Charge type,  click  “Add Charge Type”.   Enter the name of the charge type you wish to create - For example Discount.

Under transaction type, choose Credit and enter the amount.

If it’s a percentage, tick the box under “ Is percentage”.

Then under computation type, choose Discount.  Once done,  click on the check icon button to save.

If you wish to edit or delete any charge type, you may click the Edit (Pencil icon) or delete button (Trash can icon).