Create an Other Type payment profile

TABLE OF CONTENTS

• Introduction
• Create an Other type payment profile

Introduction

You use Other type payment profiles to produce standard invoices that are not collected by Direct Debit. The invoice shows a remittance slip for the payment (where you have it on your invoice template).

You can set up multiple Other type profiles in the Payment Profiles screen to manage separate groups of parents.

Create an Other type payment profile

1. Go to the Fees>Setup>Payment Profile screen and select the New button.
2. Enter a Profile Description and select Other from the Payment Method dropdown.
3. If you want to exclude certain invoice elements, you can deselect them from the Include panel.
4. Save the new profile at the top of the screen.
5. You can now use your new profile against bill payer accounts in Fees>Setup>Parent Defaults.

For more information on setting up Other type payment profiles see the Engage Fees Setup guide Payment Profiles section.