Recording & Collecting Pupil Payments

School Admins: To enable payments for your instructors you must enable the feature and set up some lesson rates. See Setting Up Prices & Rates for details.

To manage payments from your school's pupils on behalf of your instructors, set up lesson rates and block booking prices and access payment analytics you can select the ‘Payments’ item from your dashboard.

Payments - Desktop

Payments - Desktop

Payments - Mobile

Payments - Mobile

Overview

This view provides a brief summary of the current payment situation for your school's pupils.

This includes details of pupils with unpaid items and amounts. Clicking/tapping on the summary items will take you to the Pupils List View, filtered based on number of unpaid items.

The layout of the summary view is different for the Desktop & Mobile interfaces, but the functionality remains the same.

School Payment Summary - Desktop

School Payment Summary - Desktop

School Payment Summary - Mobile

School Payment Summary - Mobile

Pupils

Shows a complete list of your school's active pupils with account credit amounts, remaining pre-paid hours and numbers of unpaid items.

Desktop

School Payments Pupil List - Desktop

School Payments Pupil List - Desktop

  1. Search - search for pupils by name. The list will change as you type.
  2. Instructor Filter - filter the pupils shown in the list based on their instructor. Select 'All' to show all pupils.
  3. Unpaid/Paid Filter - filter the pupils shown in the list based on whether they have unpaid items or not.
  4. Column Headers - some can be clicked to sort the list based on the contents of the column.
  5. Account Credit - shows the amount of account credit for each pupil. This header can be clicked to sort the list based on the contents of the column.
  6. Pre-paid Hours - shows the amount of remaining pre-paid hours for each pupil. This header can be clicked to sort the list based on the contents of the column.
  7. Unpaid Items - shows the numbers of unpaid items for each pupil, divided by type. Each sub-column header can be clicked to sort the list based on the contents of the column.
  8. Pupil Item - click to open the pupil payment summary. See Pupil Payments for more information.
  9. Actions Link - Click to show a menu with various options for a particular pupil. See Pupil Item Actions for details.
  10. List Page Information - The list only shows a maximum of 10 items at a time. To move back and forward between pages you can use the Prev/Next links here.

Pupil Item Actions

Mobile

School Payments Pupil List - Mobile

School Payments Pupil List - Mobile

  1. Search - search for pupils by name. Enter your search terms and tap the spyglass button to filter the list.
  2. Account Credit - shows the amount of account credit for each pupil.
  3. Pre-paid Hours - shows the amount of remaining pre-paid hours for each pupil.
  4. Unpaid Items - shows the numbers of unpaid items for each pupil.
  5. Pupil Item - tap to show a menu with various options for a particular pupil. See Pupil Item Actions for more information.
  6. Filter & Sorting Menu - click for filter and sorting options. See Filters & Sorting for more information.
  7. List Page Information - The list only shows a maximum of 10 items at a time. To move back and forward between pages you can swipe. Swipe left - next page. Swipe right - prev page.

Filters & Sorting

  • Unpaid/Paid Filter - filter the pupils shown in the list based on whether they have unpaid items or not.
  • Instructor Filter - filter the pupils shown in the list based on their instructor. Select 'All' to show all pupils.
  • Sorting - Select which field you wish to sort by. Select a direction, ascending or descending.

Pupil Item Actions

Prices

Select the 'Prices' tab to view & manage lesson rates and block booking prices.

For a detailed guide to setting up price & rates plans see Setting Up Prices & Rates.

School Settings

Select the 'School Settings' tab to manage school settings for payments.

For a detailed guide to these settings see School Settings.

Statistics

Select the 'Statistics' tab to view some simple statistics to give insight into pupil payment activity within your school.

For more information about statistics see Viewing Statistics & Reports.