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Guide for Schoolable Pay
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Guide for Schoolable Pay
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
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
Payment Setup
Settlement Account
Settlement Account
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How to Create Settlement Accounts
Settlement Accounts are nominated accounts for payments received from parents. To create a settlement account follow these steps:
Click
“New bank account”
Select the bank name, type the account number and give it a title
Click
“Create bank account”
To edit an account, Scroll to the account and click the three dots by the right, then click
‘Edit”
To set any of the accounts as your main account, follow these steps:
Scroll to the account
Click the three dots by the right
Click
“Set Main”
This means that any money that comes into your Schoolable account will automatically by re-directed into that main account.
You can search for a settlement account, if you have many, using the search bar, or Filter. To use filter, do this:
Click on
“Filter”
Select either the bank name, or the Account number, or the account identifier, or the Account name, or the dates between when it was created.
Click
“Set filter”
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