Who is this for? #
District Administrators and Directors who want to set up online payments through Stripe.
Tips #
- Online payments must be enabled by the district and the organization in order for parents to make payments online.
- Once your district administrator enables online payments, directors with permissions to manage finances will be able to enable online payments on the settings page.
Quick steps #
- For the district, a District Administrator or District Assistant should enable "Online Payments" from their District settings page.
- After that, an organization Director should enable "Online Payments" from their Organization settings page.
- Click the "Sync" button
- On the Stripe website you can set up your Stripe account to link with the Presto Assistant Stripe integration.
- Success! Stripe is synced with your Presto Assistant organization. You can begin to add Financial Accounts that allow online payments.
- In the Finances Overview, add a new Financial Account or view an existing one.
- Check the "Allow Online Payments" checkbox for any account where parents should be able to pay online.
- Confirm adding or updating the Financial Account
- Add or edit Financial Items to assign them to a Financial Account.
- Any item assigned to a Financial Account that allows online payments will be payable online by parents of the students assigned those fees.
- Parents will be able to make online payments for any financial item assigned to their student family members.
Detailed steps #
- For the district, a District Administrator or District Assistant should enable "Online Payments" from their District settings page.
- After that, an organization Director should enable "Online Payments" from their Organization settings page or from a banner alert near the top of the Dashboard page.
- Click the "Manage" button
- Click the "Sync" button on the Stripe Verification page
- On the Stripe website you can set up your Stripe account to link with the Presto Assistant Stripe integration.
- Success! Stripe is synced with your Presto Assistant organization. You can begin to add Financial Accounts that allow online payments.
- In the Finances Overview, add a new Financial Account or view an existing one.
- Check the "Allow Online Payments" checkbox for any account where parents should be able to pay online.
- Confirm adding or updating the Financial Account
- Add or edit Financial Items to assign them to a Financial Account.
- Any item assigned to a Financial Account that allows online payments will be payable online by parents of the students assigned those fees.
- Parents will be able to make online payments for any financial item assigned to their student family members.
Parent View When Making a Payment #
- Parent starts a new payment from either "My Fees" or "My Payments" page then chooses amount to pay for their student's assigned fees.
- The parent will only be able to pay online for fees associated with items that have a Financial Account that allows online payments.
- Parent enters payment details. This information is not kept by Presto Assistant — we only pass the information along to Stripe.
- Parent reviews details about payment before submitting. They can press the Edit icons to adjust information about the payment amount or payment method.