Description

Payment Methods determine the available options administrators can use to record fee payments within the Billing & Fees module. Institutions can create custom payment methods to match their financial processes, ensuring that every payment is categorized consistently for reporting and record-keeping.

Examples of payment methods include Cash, Check, Credit Card, Bank Transfer, and other institution-specific payment options.

Navigation

Settings → Billing & Fees → Payment Methods

Create a Payment Method

1. Navigate to Settings → Billing & Fees → Payment Methods.
2. Click Add New Payment Method.
3. Enter the required information:
   • Code – Enter a unique identifier for the payment method.
   • Title – Enter the name of the payment method.
   • Description (Optional) – Provide additional information about the payment method.
4. Click Submit.

The new payment method is added to the Payment Methods list and becomes available during fee collection.

Edit a Payment Method

1. Locate the payment method you want to modify.
2. Click the Edit (✏️) icon.
3. Update the required information.
4. Click Submit.

Your changes are saved immediately.

Delete a Payment Method

1. Locate the payment method you want to remove.
2. Click the Delete (🗑️) icon.
3. Confirm the deletion.

The payment method is removed from the available payment options.

Payment Method Configuration

When creating a payment method, administrators can configure:

Where Payment Methods Are Used

Configured payment methods are available whenever fee payments are recorded within the Billing & Fees module.

Examples include:

• Student tuition payments
• Registration fee payments
• Activity fee payments
• Transportation fee payments
• Other student billing transactions

Selecting the appropriate payment method helps maintain accurate financial records and reporting.

Best Practices

• Use unique codes for each payment method.
• Choose clear, recognizable names for users recording payments.
• Create only the payment methods accepted by your institution.
• Remove or update payment methods that are no longer in use.
• Maintain consistent naming conventions across all payment methods.

Notes

• Payment Methods record how a payment was received.
• Creating a payment method does not enable online payment processing.
• Online payment gateways such as Stripe and PayPal must be configured separately under Online Payment Acceptance.

Expected Outcome

Administrators can create, update, and manage payment methods that accurately reflect the institution's accepted payment options and support consistent fee collection.