In Teach 'n Go, streamlining fee management is made easy with the ability to register advance credits for students, ensuring seamless payment processing for future fees. This guide explains the process of setting up automatic credit registration and utilizing student credits for outstanding fees.
Setting Up Automatic Credit Registration
Enable Automatic Payments: Navigate to the School Settings page and enable automatic payments at the bottom of the list. Save the settings to activate automatic payment functionality.
Next, add a customer credit to the relevant student's profile. This guide gives instructions.
Utilising Student Credits:
Initial Credit Application: Upon adding credit to a student's profile, an automatic check is performed for any outstanding fees. If found, the credit is applied, and a receipt is generated.
Daily Credit Check: Each night at 12 am, Teach 'n Go conducts a check for students with credit and new outstanding fees. If detected, the credit is utilized, and a receipt is generated for the outstanding amount. Below is an example of how the credit appears on the receipt.
The credit will be updated in the credit list to show the credit used, and there will also be a link to the receipt where the credit was applied.
By leveraging student credits in Teach 'n Go, schools can streamline fee management processes and enhance financial tracking.