Payment Manager App 2022 Update

We have removed some configuration features from the system that has not been used our customers.

The following will no longer be available:

Payments modules

  • Parents
  • Custom
  • Year End
  • Archive

Transactions

Payments_Transactions.jpg

NOTE  Historical payment types (Cash, Cheque, Credit/Debit Card, PayPoint) have been re-named to “Adjustment”.

  • Debt Ltr 1 (re-named Debt Letter)
    • Balance (Prev Yr)
    • Send a copy via email
    • Previous Year
    • Summary via sms
    • Minimum debt (£)
  • Debt Ltr 2
  • Final Rem 1
  • Final Rem 2

Transactions Balance - Add Payment

Payments_Transactions_Ballance.jpg

NOTE  ‘Add Payment’ has been renamed ‘Add Adjustment’.

  • Cash
  • Cheque
  • Credit/Debit Card
  • PayPoint

Pre-orders

Payments_PreOrders.jpg

  • Balance (Prev Yr)

Students - Edit Student

Payments_Students.jpg

  • Parent tab
  • Parent 2 tab
  • History tab
  • Student tab
    • Siblings
  • Payments tab
    • Watch
    • Meal Days

Analysis Types

Payments_Analysis_Types.jpg

  • Credit/Debit Card Breakdown
  • Cash Breakdown
  • Cheque Breakdown
  • Refunds Breakdown
  • Credit/Debit Card Summary
  • Cash Summary
  • Cheque Summary
  • PayPoint Summary
  • PayPoint Breakdown

Admin - Import

Payments_Admin_Import.jpg

  • Students (FSM full list)
  • Students (FSM update list)
  • Payments (Missing web)
  • Year end information
  • Parents
  • Update Students + Parents

System

System_Edit_Site.jpg

Edit Site

  • Contact 1 tab:
    • Email Debt Report
  • Contact 2 tab:
    • Email Debt Report
  • Contact 3 tab:
    • Email Debt Report
  • Meal selection tab:
    • Show site to parents
    • Auto credit top-up emails section:
      • Enable auto credit top-up emails
      • Credit top-up emails cutoff limit