Important: To generate a bank slip, it is necessary to have installments in your receivables.
STEP 1 - Finding the Desired Installment
Go to Finance > Receivables and locate the installment for which you want to create a bank slip.
It is essential that your quotes are marked as sold and have a payment plan.
When creating the payment plan, you can select any of the default payment methods. The action will only occur when those installments are already in receivables.
STEP 2 - Creating the Bank Slip
After finding the desired installment, simply click on the Ally Checkout Icon next to it.
If you haven’t generated any bank slips for this student yet, you will need to click on Add New Payer and fill in the required information.
Once that’s done, just click on Send to send the bank slip via email.
STEP 3 - Bulk Creation and Sending
Another option is the creation/sending of multiple bank slips in a single click. To do this, use the checkbox next to the installments to select the ones you want. After that, click on Actions and select whether you want to generate or send the bank slips. Then, fill out the details for generation/sending.
If you still have any questions, please contact support or reach out via WhatsApp.