Create a payment plan to bill school fees in instalments

Introduction

Payment plans allow schools to automatically bill student fees in instalments across the plan duration before classes begin.

Payees (also known as debtors) can choose their preferred payment frequency and method, including making payments in person or electronically via credit, debit card or direct debit.

If you would like to process payments with a third-party application like Fat Zebra, you’ll need to register and integrate your account with Zunia before setting up a payment plan.

Zunia safeguards customer data by not storing any sensitive payment information as set out in the Payment Card Industry Data Security Standard (PCI DSS).
 

Create a payment plan

Go to your finance entity and select Debtor accounts.

1.  In Debtor accounts, Search for an account by debtor or by student name – select the Debtor name to open the account.
   You can also select the  filter icon and search for a category or group of debtor accounts.If you can’t find the debtor account, select Add debtor account to create a new account.  
2. Next, in the debtor account, select Payment details > Add. 
3. Under Payment plan, select the Outstanding charges to include in the payment plan. By default, all charges are selected.
4. Under Available payment plans, select the payment frequency agreed to by the debtor i.e. Annual, Half yearly or Monthly. This automatically determines the number of payments and payment amount (based on charges selected above).
5. Make sure the First payment date is a future date, then select Next. If not, select the three dot icon , then Edit to set a future payment date, then Save. 

• Self managed – manual payment made in person or over the phone.   
• Credit card – select the account holder and the credit or debit card.
  You can also select Add new card to add new card details and then select Submit.   
• Direct debit – select the account holder and bank account.  
  If there’s no direct debit options available, you’ll need to add a new payment method to the account before it will be available to select. 

You’ve created a new payment plan for a billing account.