Setting Up In-App Card Payments

 This feature is only available to School Admin users.

For help accessing this page see Recording & Collecting Pupil Payments.

Introduction

Once set up, in-app card payments will allow your administrators and instructors to take card payments directly from pupils as payment for lessons & other items. It will also allow you instructors to pay for their franchise invoices by card too.

To do this we use an external payment provider. Currently we only support Stripe. For more information regarding Stripe see stripe.com.

There are 2 ways that in-app payments can be set up for your school:

  • All payments can be made to a single Stripe account. Generally we recommend this if your school employs it's instructors directly.
  • Some instructors can be set up to have payments from their pupils made directly to their own Stripe accounts, with fallback to your school's account. Generally we recommend this if your school operates a franchise structure.

By default all payments are taken on behalf of pupils by school admins or instructors. However you can enable the ability for pupils to make direct payments using their online account:

By enabling in-app payments with Stripe you are agreeing to the fees deducted by Stripe and Driving School Office from any payments processed.

  • See Stripe Fees for details of per-transaction fees taken by Stripe.
  • See Card Fee Information in the app for details of per-transaction fees taken by Driving School Office. You must be logged in to see this information as it is based on the rate set for your school.

Setting Up a School Account

From your school's payments settings you can see the current status of in-app payments:

In-App Payments Status - Not Enabled

In-App Payments Status - Not Enabled

In-App Payments Status - Enabled

In-App Payments Status - Enabled

In-App Payments Not enabled

If you have not yet enabled in-app payments you should click/tap the 'Enable' link. This will show the settings popup:

In App Payment Settings - Disabled

In App Payment Settings - Disabled

Clicking/tapping the 'Authorise & Enable' link next to your chosen provider will start the authorisation & setup process.

Continue setup here: 

Stripe Connect Authorisation & Setup Guide

In-App Payments Enabled

If you have previously enabled in-app payments you should click/tap the 'Change' link. This will show the settings popup:

In App Payment Settings - Enabled

In App Payment Settings - Enabled

  • Change link - Start the authorisation & setup process again. This is how you can change the provider account you are syncing with, or solve issues related to expired credentials.
  • Disable link - Stop using the payment provider. If you disable a provider your school and instructors will no longer be able to take payments using this provider; this includes instructors who have direct payments enabled. You will need use the 'Save' button to apply your changes before the provider will be disabled.

Once you have successfully linked your school's Stripe account with in-app payments, all of your instructors will be able to take card payments. These payments will be made into your school's Stripe account.

If you wish to allow one or more of your instructors to receive payments from their pupils directly into their own Stripe accounts then you need to enable direct payments for those instructors. See Enabling Direct Payments for Instructors for more details.

Enabling Direct Payments for Instructors

If you wish to allow one or more of your instructors to receive payments from their pupils directly into their own Stripe accounts then you can enable direct payments for those instructors.

Generally we recommend this if your school operates a franchise structure.

In-App Payments Status - Enabled, Without Direct Payments

In-App Payments Status - Enabled, Without Direct Payments

In-App Payments Status - Enabled, With Direct Payments Enabled for 1 Instructor

In-App Payments Status - Enabled, With Direct Payments Enabled for 1 Instructor

Once you have enabled in-app payments for your school, the current status of instructor direct in-app payments is shown alongside this.

Use the 'Change' link next to the current status of direct payments to change which instructors can or cannot take direct payments. This will show the direct payments settings popup:

Desktop

In App Payments - Direct Payment Instructor List - Desktop

In App Payments - Direct Payment Instructor List - Desktop

  1. Search - search for instructors by name. The list will change as you type.
  2. Change Bulk Action - shows a popup allowing you change the direct payment status for the selected instructors. Used in conjunction with the selection methods detailed in point 3 below. See Changing for more details.
  3. Select All Pupil Items On The Current Page - used conjunction with the 'Change' bulk action. See point 2 above for details.
  4. 'Permitted' Status - shows whether you have allowed this instructor to set up and take direct payments.
  5. 'Configured' Status - shows whether this instructor has set-up direct payments successfully and it taking direct payments. Useful so you can remind specific instructors to complete the set up process.
  6. Change Action - shows a popup allowing you change the direct payment status for this instructor. See Changing for more details.

Mobile

In App Payments - Direct Payment Instructor List - Mobile

In App Payments - Direct Payment Instructor List - Mobile

  1. Search - search for instructors by name. Enter your search terms and tap the spyglass button to filter the list.
  2. Instructor, Permitted to Take Direct Payments -  in this case you have allowed this instructor to set up and take direct payments, but they have not completed setup yet.
  3. Instructor, Not Permitted to Take Direct Payments - in this case you have not allowed this instructor to set up and take direct payments.
  4. Filter & Sorting Menu - tap for filter and sorting options.

Changing

If you have chosen to make changes to a single instructor or used the 'Change' within an instructor row in the list (desktop only) you will be shown the following popup:

In App Payments - Direct Payments - Single Instructor Setting Popup

In App Payments - Direct Payments - Single Instructor Setting Popup

Simply choose whether to enable or disable direct payments for this instructor and use the 'Save' action to apply changes immediately.

If you have chosen to make changes to multiple instructors using the bulk selection list functionality (desktop only) you will be shown the following popup:

In App Payments - Direct Payments - Bulk Instructor Setting Popup

In App Payments - Direct Payments - Bulk Instructor Setting Popup

Simply choose whether to enable or disable direct payments for these instructors. The default option is set to 'Do Not Change', this is a safety mechanism to require you to make a conscious choice when changing multiple instructors.

You can then use the 'Save' action to apply changes immediately.

For an insight in to how an instructor would set up direct payments once you have enabled it for them see Instructors - In-App Card Payments.

Enabling In-App Payments for Pupils

By default all payments are taken on behalf of pupils by school admins or instructors. However you can enable the ability for pupils to make direct payments using their online account.

In-App Payments - Pupil Self-Payment Not Enabled

In-App Payments - Pupil Self-Payment Not Enabled

Once you have enabled pupil self-payment, the current status will be shown as enabled.

In-App Payments - Pupil Self-Payment Enabled

In-App Payments - Pupil Self-Payment Enabled

You can disable this feature at any time.

For more details on how this works see Instructors - Pupil Direct Payments for details.