Creating Recurring Purchases and Fees

This article will outline how to create recurring purchases and fees for your school or district. Recurring purchases are often items like after-school care, club dues, or tuition payments.

Where to Begin:

After you have logged into Script with your existing account, take a look at the menu on the left-hand side of the page. On that list, select "Payments."

MainPayments

Creating a Recurring Fee:

Here you'll see a page of your existing Parent Purchases. Select "Recurring" from the list on the left. If you would like to learn more about how to build a single use fee, you can find everything you need here.

AddRecurring

Enter the details of this recurring fee. Take note of the rate unit you choose (hour, day, week, etc.). You will be able to edit each student's financial responsibility by instance later on.

RecurringDetails

Next, add a payment period. To do this, click the "+" icon near the top right.

RecurringAddBilling1

Set the payment period details. For example: this is a recurring fee for aftercare. I may choose this Monday as the beginning of the payment period and this Friday as the end. This allows me to bill each of the students who used aftercare this week.

RecurringAddBilling2

The Payment Due Date will be published to the parent or guardian as the final date they are expected to pay the amount owed. 

Now, add the applicable students. This can be done either individually or by a group.

RecurringAddStudents

From this list of students, you can edit the details of a recurring fee by selecting the Pencil icon on the top right-hand side of the "Students" section. By selecting this, you will be able to add the number of instances (by whatever rate you chose earlier - hour, day, week. etc.) to this billing cycle for each student. Click the check mark to the right of each student to confirm the changes.

RecurringEditStudents

Once you have added the number of instances to each student, all you need to do is make this recurring fee "live." To do that, select "Bill Now," reviewing the details, and choosing "Bill Now" again.

RecurringBillNow

Progress & Updates:

Now that your recurring bill is live, parents of the included students will be notified via email and see it on their To-Do List within the Script Parent App and Parent Dashboard.

Once a billing period is live, you cannot make changes to the dates or cost but you can add students to this billing period, remove students from this billing period (as long as they have not yet paid), and adjust the number of instances for each student. Let's say you have a student who participated in aftercare an extra day this week - you can edit the number of days that student's parent or guardian will be billed for.

If you need to make changes to this fee for new billing periods, you can go back to it and click "Edit Template." If you need to make changes to existing billing periods that have not yet been billed, you can edit them by clicking the three dots on the right-hand side of that billing period.

RecurringEditTemplate

    Video Tutorial:

    The video below will walk you through the process of creating a recurring fee. If you are not able to watch the video right now, feel free to read the article below.

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