Skip to content
Guide for Schoolable Pay
  • Pages
    • Our Manifesto
    • Account Setup
      • Payment Setup
        • Settlement Account
        • Discounts
        • Payment Items
        • Payment Preferences
        • Grouping payment items
        • Beneficiaries
        • Expense Category
        • User Permissions
      • Payroll Setup
        • Salary items
        • Taxes & Benefits
        • Preferences
      • Administration
        • School profile
        • School Session & Term
        • Promoting Students
        • Bulk data upload
    • Students
      • Adding a new student
      • List students
      • Class Sections
      • Student Tags
    • Families
      • icon picker
        Family list & profile
      • Guardian information
    • Employees
      • How to enable an employee for payroll
      • How to run Payroll Monthly
    • Vendors
    • Invoices
      • Why are invoices needed?
      • Generating an invoice
      • Updating an invoice
      • Sending invoice notifications
      • Adding payments to invoice
      • Archiving an invoice
      • Paying an invoice
      • Invoice Listing
      • Sending invoice receipt
      • Why Invoice Reports are Important in Schools
    • Invoice inflow
    • Settlements
    • Send Money
      • List transfer history
      • Payment Requests
      • How to send money
    • Balance History
    • Apps Marketplace
    • Test Accounts
Guide for Schoolable Pay
/
/
Family list & profile
Share
Explore

Family list & profile

⁠
⁠
⁠
This contains record of all the families in your school. Basically, family helps group parents and students into a single unit; that is, if there are four children from the same family attending your school, you can group these four children into a family, e.g., Ade family. For every family account you generate, a unique account number will be generated for that family also. This account number is an easy way of payment, so rather than the parents paying school fees for four children separately, they can pay everything at once through that account number. This makes it easy for the school to identify who has paid and who is still owning, and it also helps solve issues of mix-ups in cases where people bear the same surname.

TO CREATE A NEW FAMILY

To create a new family follow these steps:
Click on “Families”
Click “New family”
Type the Family’s name, e.g. Adejumo Family
Click on the students column to add the children of that family
Click on “Add new guardian” to add the guardian of that family
Fill in the Guardian’s information and click “Create guardian”
Click “Create family” to create a new family.
To edit the family’s information, scroll to the family and click on the three dots by the right. Click “Edit”
To view the family’s details, scroll to the family and click the three dots by the right. Click “View”
To delete a family’s record from your list, scroll to the family and click on the three dots by the right. Click “Delete”

Gallery
 
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.