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Payment Request - Send Secure Payment Requests to Customers

Payment Request - Send Secure Payment Requests to Customers
 
1

Payment Request - Send Secure Payment Requests to Customers

1. Payment Request - Send Secure Payment Requests to Customers
 
The Payment Request feature enables users to send secure payment requests to customers via Email and SMS. Customers can then conveniently make online payments using a variety of supported methods, including Credit Card, EFT, and others—ensuring a seamless and efficient payment experience.
 
Payment Request Options in Edupac
 
Edupac offers three flexible options for sending payment requests, tailored to suit different billing needs:
 
1.     Ad Hoc Requests
 
Designed for once-off payments such as Civvies Day or early registration fees. This option is especially useful at the beginning of the academic year when invoices may not yet be generated. It enables schools to collect registration and first-month fees in advance.
 
2.     Monthly Requests
 
Sends payment requests based on system balances for schools that invoice on a monthly basis. Ideal for managing recurring tuition and other monthly fees.
 
3.     Yearly Requests
 
Sends payment requests based on system balances for schools that invoice annually. Best suited for institutions that prefer collecting fees in one or a few large installments throughout the year.
 
Important Notice
 
To prevent duplicate payments, Payment Requests are matched using the customer's email address and mobile number.
 
Please note: Guardians are not supported for Payment Requests. Only the primary customer’s contact details should be used when submitting a request.
 
 
 
2

How to Create Payment Requests

2. How to Create Payment Requests
 
Navigate to:
 
Home > Accounting > Customers > Payment Requests > ADHOC
 
 
Steps:
 
a)     Click the Add/Edit button.
 
 
b)     Select Netcash Service Key.
c)     Enter Batch Name. This is unique and can only be used once.
d)     Enter Description. This is a short description that is prefixed to the Student Details.
e)     Select Business Unit.
f)     Select Account.
g)     Select Action Date.
h)     Select Send Method (Email or SMS).
i)     Enter Amount.
j)     Select the Invoiced checkbox to instruct the system to generate the appropriate financial transaction:
 
          ·     GR – Other Receipt for general receipts.
          ·     DR – Customer Receipt for customer-specific receipts.
 
 
k)     Click the Add Students button.
l)     Use filters to fine tune the selection.
m)     Select the Students.
n)     Click the Add Students. This Allocates the Students to the Payment Request.
 
o)     Click the Save button. This allows the system to save the details if the request is not ready to be sent.
p)     Click the Send button. This is used to send the Request to Netcash for Processing.
 
3

SMS Message Example

3. SMS Message Example
 
4

Email Example

4. Email Example
5

Payment Example

5. Payment Example
 
6

Transaction Accepted Example

6. Transaction Accepted Example
 
Made with help of Dr.Explain