Set up a Direct Debit to spread the collection of Fees but have all the Extras collected in one instalment

TABLE OF CONTENTS

• Introduction
• Set up a Direct Debit to spread the collection of Fees but have all the Extras collected in one instalment

Introduction

Engage Fees allows you to manage Fees and Extras differently when you collect them by Direct Debit. This allows you to spread the collection of fee charges across the school term they relate to but collect the extras charges billed in arrears as soon as the invoice is raised.

Set up a Direct Debit to spread the collection of Fees but have all the Extras collected in one instalment

1. Go to Fees > Setup > Payment Profiles.
2. Select Add New to create a new DD Payment Profile or select the existing profile to edit.
3. In the bottom pane create the Direct Debit type payment profile in the normal way, setting the number of instalments and collection day.
4. In the Include panel deselect the Extras option.
5. A new Extras Profile will appear at the bottom of the screen.
6. Select the Payment Method required:
   • Other - excludes the Extras value from the main collection and the bill payer will need to make alternative arrangements to pay the amount.
   • Direct Debit - opens a second panel for you to choose the number of instalments and Collection Day, as well as a DD Remittance Text for Extras facility, so that you can inform the bill payer the collection details for the extras element of the invoice.
7. Select Save.
8. Your profile is now ready to link to a bill payer account in Fees > Setup > Parent Defaults.

For more information on working with Payment Profiles see the Engage Fees Setup guide Payment Profile section.