What is covered in this article?
Overview
Apply allows school’s to select between two methods of accepting fees when families submit a form.
- A Pay Now option, which requires families to submit payment online during the application process via use of a Payment Gateway, or alternatively,
- A Pay Later option, which allows forms to be submitted unpaid, allowing families to make their payment via another chosen method as indicated by the School (E.g. Cash, Bank Transfer etc).
| Note: Payment on form is optional and can be turned off as needed. |
Pay Now
The Pay Now option allows school’s to collect fees instantly as a mandatory requirement in order to complete and submit an online application by using a Payment Gateway. This helps reduce the amount of additional administrative work required on behalf of your office staff and works to eliminate any unpaid and unverified applications.
In selecting this option, Schools will be required to create their own Stripe account linked to their chosen bank account. Further information regarding integrating Stripe into Apply can be found in this article.
Pay Later
The Pay Later option allows for online forms to be submitted without any payment being made, but gives the family the options to submit their fee at a later time via another chosen method as indicated by the school.
This may include Bank Transfer, Credit/Debit Card Payments, Cash or Cheque/Check.
The Pay Later option forgoes the need to set up a Stripe Payment Gateway account and provides families with more flexibility when submitting their application fee however does require school’s to complete additional administrative tasks in collecting funds and processing/reviewing paid and unpaid applications.
| Note: In selecting this option, School’s will be required to communicate to families in full, their chosen method of submitting payment. This can be done via text either within the Form itself, or via the automated confirmation email. |
Selecting or Changing Your Payment Option
- Go to Admin > Forms to find the form that you wish to modify.
- Click the gear/’Setup’ icon located under the Actions column.
- Scroll down to the bottom of the page to the section titled Fees & Discounts.
- Modify your school’s payment type by referring to the radio buttons shown under the Payment Type sub-section.
Tip: You can also use this section to confirm or modify your school’s payment amount and currency type via the ‘Fees’ Section - See this article for more information - Once modified, click the Save button.
Note: Selecting the Payment Gateway option will require integration with your school’s Stripe account. This is a relatively simple process and the necessary information on integrating Stripe is in this article