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Checkout, autopay, receipts, and gateway reconciliation

Online payments

Families pay fees online through checkout sessions, autopay mandates where configured, and instant PDF receipts, finance reconciles without gateway spreadsheets. Online fee collection should close the loop automatically. Schoolyi connects payment gateways, emails receipt PDFs, and posts ledger lines finance can trust, with dunning cron for overdue installments.

School bursar processing fee receipts and payments

Outcomes

What changes when online payments is live

Practical results schools report after rolling out online payments inside fees & finance.

  • Online checkout for fee installments

    Parents pay without visiting accounts office

  • Autopay mandate setup where configured

    Receipts arrive by email immediately after payment

  • Instant PDF receipt email to families

    Finance sees the same line as the family receipt

  • Gateway reconciliation in finance ledger

    Dunning reduces manual follow-up calls

Product truth

What to verify before rollout

Good school software copy should answer who owns the work, what the handoff produces, and which parts still depend on deployment decisions.

Validate for your rollout

Capability status

This page describes the supported workflow boundary. Confirm configuration, integrations, data, and policy requirements in a representative pilot before committing to production.

Teams in the workflow

  • Finance teams
  • Parents
  • Bursars

Deep dive

Decisions, handoffs, and boundaries

Use these details to turn a product page into an implementation conversation.

Why schools upgrade online payments

Online fee collection should close the loop automatically. Schoolyi connects payment gateways, emails receipt PDFs, and posts ledger lines finance can trust, with dunning cron for overdue installments.

Connected to fees & finance

Families pay fees online through checkout sessions, autopay mandates where configured, and instant PDF receipts, finance reconciles without gateway spreadsheets. Because online payments lives inside fees & finance on Schoolyi, teams stop reconciling exports between spreadsheets and the parent portal.

Evidence layer

Read the supporting product and implementation material before making a capability claim.

Key capabilities

Everything included in this capability, from daily workflows to exports your team relies on.

  • Online checkout for fee installments
  • Autopay mandate setup where configured
  • Instant PDF receipt email to families
  • Gateway reconciliation in finance ledger
  • Dunning cron for overdue reminders
  • Simulated and live payment modes for rollout

Who uses this

Role-scoped workspaces so each team sees only the tasks they own.

  • Finance teams
  • Parents
  • Bursars

Full module

Fees & finance

Fee structures, collections, receipts, online payments, autopay, and finance back office, including budgets, expenses, vendor bills, cash flow, and payroll runs, in one operational finance layer built for school bursars.

Explore Fees & finance

Workflow

How teams run online payments week to week

A typical path from setup through daily use on Schoolyi.

  1. 01

    Online checkout for fee installments

    Part of the Online payments workflow on Schoolyi, connected to roster, calendar, and role permissions.

  2. 02

    Autopay mandate setup where configured

    Part of the Online payments workflow on Schoolyi, connected to roster, calendar, and role permissions.

  3. 03

    Instant PDF receipt email to families

    Part of the Online payments workflow on Schoolyi, connected to roster, calendar, and role permissions.

  4. 04

    Gateway reconciliation in finance ledger

    Part of the Online payments workflow on Schoolyi, connected to roster, calendar, and role permissions.

Deep dive

Built for school operations, not generic ERP

Long-form context for evaluators comparing capabilities during an SMS rollout.

School bursar processing fee receipts and payments

Why schools upgrade online payments

Online fee collection should close the loop automatically. Schoolyi connects payment gateways, emails receipt PDFs, and posts ledger lines finance can trust, with dunning cron for overdue installments.

School finance manager reviewing fee records and receipts in an administration office

Connected to fees & finance

Families pay fees online through checkout sessions, autopay mandates where configured, and instant PDF receipts, finance reconciles without gateway spreadsheets. Because online payments lives inside fees & finance on Schoolyi, teams stop reconciling exports between spreadsheets and the parent portal.

Related capabilities

These areas work closely with online payments inside fees & finance.

Questions, answered

Straightforward answers for visitors evaluating the product.

How do families pay an installment online?+

Families use an online checkout session for the selected fee installment, and the resulting payment posts to the school finance ledger.

Before the first collection cycle, reconcile one paid, partially paid, and overdue student account so the family receipt and finance view agree. Keep any tax, gateway, refund, or accounting boundary as an explicit deployment decision.

Are receipts sent after online payment?+

Instant PDF receipt email gives the family a payment record while finance sees the corresponding ledger line for reconciliation.

Before the first collection cycle, reconcile one paid, partially paid, and overdue student account so the family receipt and finance view agree. Keep any tax, gateway, refund, or accounting boundary as an explicit deployment decision.

Does Schoolyi support autopay?+

Autopay mandate setup is available where the school has configured that payment mode and gateway workflow.

Validate credentials, permissions, and failure handling in a non-production environment before connecting live school records. Assign an owner for monitoring the handoff after launch.

Can finance test payments before launch?+

Simulated and live payment modes support a staged rollout, allowing finance teams to verify the flow before switching to live collection.

Before the first collection cycle, reconcile one paid, partially paid, and overdue student account so the family receipt and finance view agree. Keep any tax, gateway, refund, or accounting boundary as an explicit deployment decision.

Students walking together across a school campus at sunset

See Online payments in a live walkthrough

We'll show how online payments fits your school's fees & finance workflows and which teams benefit first.

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