Manage invoice settings

Users with the Manage Invoice Settings permission can manage invoice information, including the payment address.

To manage invoice settings:

1. Select Settings > Invoice Settings. The "Invoice settings" page appears.

   

2. On the Invoice details tab, do any of the following:

   • Update the payment address.
   • Update the phone number.
   • Update the address at Display this email address for student questions.
   • To let users receive an invoice and pay by cash, check, or online at a later time, select the Enable Manual Invoicing checkbox.

   • If  you enable manual invoicing, then do the following:

     a. Use the drop-down to select the number of days before the class starts the payment is due.

     b. To Send past due emails weekly, select the checkbox.

3. To set up a payment integration, on the Payment providers tab, do the following:
   a.  Choose a provider.

   Note: Provider options are:

   • PayPal
   • Stripe
   • MySchoolBucks
   • RevTrak/Vanco

   b. Complete the following:

   If you selected...	Then...
   PayPal	Enter the following: Environment Client ID Client secret Note: Leave blank to keep the saved secret. To replace saved secret, select the checkbox. Webhook ID
   Stripe	Enter the Stripe API Key. Note: You get this from Stripe.
   MySchoolBucks	Enter the following: MySchoolBucks Client Id MySchoolBucks Store Id MySchoolBucks Payment Method Id MySchool Bucks Department Id Note: You get the Ids from MySchoolBucks
   RevTrak/Vanco	Enter the PCCT Code. Note: You get this from RevTrak/Vanco.

4. Click Save.