Payments

Find out how to add payment methods, accept and log payments

Matt avatar Abi Davies avatar
18 articles in this collection
Written by Matt and Abi Davies

AutoPay - Getting Started

Start with automatic recurring debit and credit card payments using AutoPay and our Stripe integration.
Matt avatar
Written by Matt
Updated over a week ago

GoCardless - Getting Started

Set up direct debits using our integration with GoCardless.
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

Disable - Part Payment Option on Debit/Credit Cards

When paying by card, Class Manager gives them the option to change the value of the payment. Find out how to enable/disable this feature.
Matt avatar
Written by Matt
Updated over a week ago

Sending Receipts

This article briefly explains how to make sure your customers get the receipts upon completing payments.
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

GoCardless imports

Already using GoCardless and want to transfer all active mandates to your ClassManager account? Let's have a look at how to do that!
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

Adding a Custom Payment Method

Add your own custom payment method to offer your customers on their invoices
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

Payment plans

Allow your customers to pay a monthly/term fee in instalments.
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

How do I enter payments?

How do I enter payments?
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

Setting up your Payment Methods

How to offer specific payment methods to your customers and let them know that you are accepting these methods
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

Online Payment Fees Explained

Online payment fees via Stripe and GoCardless (direct debit) breakdown
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

Automated Payment Reminders

Avoid letting late payments pile up by sending automated payment reminders to your customers.
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

Setting up Online Payments

Setting up to accept online payments via credit and debit card through invoices and the portal from your customers.
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

Setting up Portal Enrolment w/ Payments Upfront

Ensure your customers pay on the portal when enrolling their students into classes. Learn how to configure this on your parent portal.
Abi Davies avatar
Written by Abi Davies
Updated over a week ago

How to add a Credit for a Customer

Need to write off a customer unpaid or part paid invoice? Or does a customer no longer owe you what was stated on their invoice?
Matt avatar
Written by Matt
Updated over a week ago

How to Export Data to Show my Payments

When you want to download your payment data from your account
Matt avatar
Written by Matt
Updated over a week ago

How to check a Customer Balance

Find out whether a customer is in credit or debt with you by checking their balance
Matt avatar
Written by Matt
Updated over a week ago

How to Amend a Duplicated Payment or a wrongly entered Payment

When you want to correct a duplicated payment or a mistake that you have made when adding payments
Matt avatar
Written by Matt
Updated over a week ago

How to Deal with a Part-Paid Invoice using Credits

When part of a customer's invoice has been left unpaid and the customer has left
Matt avatar
Written by Matt
Updated over a week ago