Billing & Fees Settings
Managing Online Subscriptions
Description The Online Subscriptions settings allow administrators to configure subscription-based billing within openSIS. Subscription items can be associated with online payment providers, enabling recurring or scheduled payments for services such ...
How to Configure PayPal for Online Payments
Description PayPal is a widely used online payment gateway that enables institutions to securely collect student fee payments through openSIS. By configuring PayPal, students and parents can make online payments using their PayPal accounts or other ...
How to Configure Stripe for Online Payments
Description openSIS uses Stripe Connect to enable online payment collection. To configure Stripe, the administrator must activate a Stripe sub-account from openSIS. The system redirects the user to Stripe, where the required account setup form must ...
Configuring Online Payment Acceptance
Description The Online Payment Acceptance settings allow institutions to enable and configure supported online payment gateways for collecting student fees electronically. Once configured, students and parents can securely make online payments using ...
Configuring Default Currency
Description The Default Currency setting determines the primary currency used throughout the Billing & Fees module. All fee amounts, invoices, billing schedules, payment records, and financial reports are displayed using the selected currency unless ...
How to Create and Manage Payment Methods
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 ...
Understanding Payment Methods
Description Payment Methods define the modes of payment that can be accepted when collecting student fees through the Billing & Fees module. Administrators can configure payment methods such as cash, check, credit card, bank transfer, or other ...
How to Create and Manage Fee Types
Description Fee Types define the different categories of charges that can be billed to students, such as tuition, registration, transportation, laboratory, or activity fees. Administrators can create and manage Fee Types to standardize billing across ...
Understanding Fee Types
Description Fee Types define the categories of charges that can be assigned to students within the Billing & Fees module. Each Fee Type represents a specific kind of payment, such as tuition, registration, transportation, library, or laboratory fees. ...
Synchronizing G/L Accounts with QuickBooks
Description If your institution uses QuickBooks for accounting, openSIS allows General Ledger (G/L) Accounts to be synchronized with QuickBooks during account creation. This integration helps maintain consistent account structures across both ...
Working with G/L Sub-Accounts
Description G/L Sub-Accounts allow institutions to further categorize financial transactions under a parent General Ledger account. They provide a structured accounting hierarchy, making it easier to organize different fee categories while ...
How to Create and Manage General Ledger (G/L) Accounts
Description General Ledger (G/L) Accounts are used to categorize financial transactions within the Billing & Fees module. Administrators can create parent accounts and sub-accounts to organize tuition, fees, subscriptions, and other billable items. ...
Understanding General Ledger (G/L) Accounts
Description General Ledger (G/L) Accounts are the foundation of financial tracking in openSIS Billing & Fees. They provide a structured way to categorize and organize school revenue associated with tuition, fees, subscriptions, and other billable ...
How to Integrate QuickBooks with openSIS
Integrating QuickBooks with openSIS allows you to automate and streamline financial operations like student billing, payment tracking, and fee reconciliation. This guide walks you through the entire setup process—from configuring your QuickBooks ...
How to Set Up Subscriptions in openSIS
What is a Subscription? A subscription is a recurring payment charged to a user at specified intervals. In openSIS, this feature enables schools to set up automatic deductions of subscription fees from student accounts. For the system to work ...