Making Payments

In this guide, you will learn

• How payers can use online methods to pay invoices
• How payers can save online payment methods for future use
• How to use auto-collect on invoices

Using Online Payment Methods

Before payers can use online payment methods to pay invoices, you must complete the following two steps:

1. Set up your online payments through the Stripe integration. For more information, see the help pages about Online Payment Setup.
2. Select online payment methods in your default payment options in Settings or on the invoice.

Selecting Payment Options

Selecting as Default Payment Options in Settings:

1. Go to Billing → Settings.
2. Scroll to Payment Method Options.
3. Select your online payment options: ACH and/or credit/debit card.
4. Click Save. The payment options selected here will become default on every invoice, but can be overridden.

Selecting Custom Payment Options on an Invoice:

To customize payment options for a specific invoice:

1. Open the invoice and scroll to the payment option section.
2. Uncheck School Payment Option Defaults.
3. Click Custom Payment Options.
4. A list of all available payment methods will appear. Select or deselect the options you want to include for this invoice.

Determining Payment Processing Fees:

Once you select your default online payment methods, determine who will pay the online transaction fees by checking or unchecking Pass all online payment processing fees to the payer.

• ACH fees: 0.8%
• Card (credit/debit) fees: 2.9% + $0.30 per transaction
• Fees can be paid by either your school or the payer.
• Spark does not take additional fees.

These will be the default payment methods available to payers. You may also customize payment methods on individual invoices.

Saving Online Payment Methods

Linked Accounts

Guardians can save multiple payment methods by clicking + Add Payment Method on their portal. A default method will be automatically used for payments, including auto-payments, unless overridden.

Detached Accounts

These accounts cannot save payment information. However, admins can save payment methods on their behalf.

To do so:

1. Navigate to Accounts and select the account.
2. Click + Add Payment Method.
3. Enter the card or bank account details and save.

Using Auto-Collect

When creating an invoice, select Auto-collect to automatically charge the payer’s default payment method on the due date.

Note: Auto-collection works only if a payment method is saved and set as the default.