Set up school billing settings

Introduction

School billing settings are settings that enables finance admins to create the batches on a certain day of a month. Based on the settings, Zunia sends the approved batches to the payments partner Fat Zebra who then processes the school fee payments from the debtor accounts.

The billing settings are set up based on the school’s payment policy.

Note: You need to set up the school billing settings first to allocate charges to a debtor account before you create payments plans and payment methods.
 

Setting up billing settings

If your school has more than one finance entity, do this process for each finance entity.

To set up the school billing settings, go to your finance entity and select Finance settings > Debtor settings > School billing settings.  

1. In Automated payment types, select the payment methods that your school accepts. For example, direct debit or card payment. 
2. In Payment frequency, select the due dates for Annual, Half-yearly, and Quarterly payments. This notifies debtor accounts of all payments allocated to them by this due date.  
3. Select the billable duration and start dates for the Monthly, Fortnightly, and Weekly payments.  
4. Select the Payment Plan Type allowed. You can either choose:  
   • Automated payment – Automatic payments that use Fat Zebra. 
   • Self-managed payment – Manual payments debtor makes as agreed to a certain payment schedule. For example, debtor pays using cheque, BPAY, etc. before the due date. 
   • Auto or self-managed payment – This is the default setting. 
5. When done, select Save. 

You’ve now set up the school’s billing settings.