Set Up Online Payments

Allow parents to make payments online using Stripe.

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 #

  1. For the district, a District Administrator or District Assistant should enable "Online Payments" from their District settings page.
  2. 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.
  3. 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
  4. 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.
  5. Parents will be able to make online payments for any financial item assigned to their student family members.
Only parents can make online payments in Presto. Any fee assigned to a student can be paid by their parent when they sign in to the Presto Assistant web app, as long as that fee is associated with a financial item that has an account that allows online payments.

Detailed steps #

  1. For the district, a District Administrator or District Assistant should enable "Online Payments" from their District settings page.

District settings page highlighting the Enable button for the Stripe integration.

Click "See all Settings" in the Settings menu
  1. 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

Organization settings page highlighting the Manage button for the Stripe integration.

In Settings, press Manage to go to the Stripe Verification page

Banner alert to set up stripe highlighting the Manage button.

From the banner alert, press Manage to go to the Stripe Verification page

Stripe Verification page highlighting the Sync button.

On the Stripe Verification page, press the Sync button to set up the Stripe integration
  • On the Stripe website you can set up your Stripe account to link with the Presto Assistant Stripe integration.
Each Presto organization can set up ONE Stripe integration to accept online payments.

Stripe website showing the beginning of what a director will see when linking Stripe.

Stripe website - Link your Stripe account to Presto Assistant
  • Success! Stripe is synced with your Presto Assistant organization. You can begin to add Financial Accounts that allow online payments.

Stripe success dialog.

On the Stripe Verification page, press the Sync button to set up the Stripe integration
  1. In the Finances Overview, add a new Financial Account or view an existing one.

Finances Overview section showing highlighted button to add a new Financial Account.

Finances Overview - Add new Financial Account
  • Check the "Allow Online Payments" checkbox for any account where parents should be able to pay online.

Financial Account form highlighting where a director can indicate that it can receive online payments using Stripe.

New Financial Account - Allow online payments
  • Confirm adding or updating the Financial Account

Financial Account form highlighting submit button in confirmation dialog.

New Financial Account - confirm
  1. 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.

Financial Item form highlighting financial account and submit button.

New Financial Account - confirm
  1. Parents will be able to make online payments for any financial item assigned to their student family members.

Parent View When Making a Payment #

  1. 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 view of the Payment Amount step of making an online Stripe payment.

Online payment - Parent view of Payment Amount
  1. Parent enters payment details. This information is not kept by Presto Assistant — we only pass the information along to Stripe.

Parent view of the Payment Method step of making an online Stripe payment.

Online payment - Parent view of Payment Method
  1. Parent reviews details about payment before submitting. They can press the Edit icons to adjust information about the payment amount or payment method.

Parent view of the Review step of making an online Stripe payment.

Online payment - Parent view of Payment Review

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