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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

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 principal reviewing reports in a modern 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.

Who typically runs online payments day to day?+

Finance teams, Parents, Bursars own daily workflows while fees & finance coordinators review setup and exports when needed.

How does online payments connect to the academic calendar?+

Families pay fees online through checkout sessions, autopay mandates where configured, and instant PDF receipts — finance reconciles without gateway spreadsheets. Because it shares roster and calendar data with fees & finance, teams do not maintain parallel date lists or exports.

Can we roll out online payments after go-live?+

Yes. Schools often launch fees & finance foundation data first, then enable online payments when coordinators are ready.

Is training required for every role?+

Role-scoped workspaces show only the tasks each team needs for online payments. Most schools run a short coordinator session plus self-serve operator guides.

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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