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Guide for Schoolable Pay
  • Pages
    • Our Manifesto
    • Account Setup
      • icon picker
        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
      • 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

FAQs

Can I add a beneficiary?

Yes, you can. Click on “Account Setup”, scroll down to “Beneficiaries”, click on “New Beneficiary” and input all the required details.
Click on any of the items, e.g, Settlement Account to watch a video guide on how to create it.
 
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