To create a new payment request go to Payments > Create Payment Request
- Give your Payment Request a name
- Select the required payment type
NOTE
For Schools using a Cashless Retailer / SIMS Dinners / Schoolcomms Dinners they will need to select one of the following payment types:
Cashless Retailer
- Catering Flex: flexible amount that can be paid more than once (Recommended)
- Catering Fixed: fixed amount that can be paid more than once
SIMS Dinners
- Dinner money flex: flexible amount that can be paid more than once (Recommended)
- Dinner money fixed: fixed amount that can be paid more than once
Schoolcomms Dinners
- Schoolcomms Dinner Flex: flexible amount that can be paid more than once (Recommended)
- Schoolcomms Dinners fixed: fixed amount that can be paid more than once
- The visible from and to dates determine the date range that the invited School Gateway user will be able to see the payment request online
- Select Require consent if you wish to gain parental consent (only parents with Parental Responsibility can see payment requests that require consent).
- Select Require payer comment if you want to force the payer to leave a comment before they are able to process the payment
- Enter the Due Date, with ongoing requests we recommend inputting the date the request is visible from
- To select members, use the list on the left of the screen and highlight the member(s)/group(s) from the list and click Add; the selected members will be moved to the right hand box
- When you are happy with the request select Save, or Cancel to return to the Payment Request screen