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Guide for Schoolable Pay
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        • icon picker
          Grouping payment items
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      • 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
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Grouping payment items

Grouping Payment items simply means attaching the individual payment items into groups to form class fees. To create a class fee, follow these steps:
Click “New class fee”
Type in the title of the fees, e.g. Primary Five fees
Add a description to it, though it is optional
Tap on the column under Payment items to choose the payment items for that class.
Click “Add new payment item” to add a new payment item and click “Create payment item”
Click “Create class fee”

The title of the grouped payment items, the payment items, the number of the payment items and the date it was created will show on the dashboard.

Adding Payment Items

To Add Payment Items to a class fee:
Scroll to the class fee
Click on the three dots by the right
Click “Edit”
Tap on the column under Payment items to add more payment items, or click “Add new payment item” to add a new payment item.
Click “Update class fee”

Deleting a Payment Item

To delete a payment item from a class fee:
Scroll to the Class fee
Click on the three dots by the right
Click “Edit”
Scroll to the payment items and click the “x” sign beside the payment item.

Deleting a Class Fee

To delete a class fee:
Scroll to the class fee
Click on the three dots by the right
Click “Delete”
A confirmation box will pop up. Click “Yes! Delete it”

 
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