{"id":5534,"date":"2020-06-19T20:04:25","date_gmt":"2020-06-20T03:04:25","guid":{"rendered":"http:\/\/blog.quickschools.com\/?p=5534"},"modified":"2023-06-16T03:15:13","modified_gmt":"2023-06-16T10:15:13","slug":"the-case-for-importing-fees","status":"publish","type":"post","link":"https:\/\/blog.quickschools.com\/2020\/06\/19\/the-case-for-importing-fees\/","title":{"rendered":"The Case for Importing Fees"},"content":{"rendered":"
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Collecting fees is an important part of the school operations. And although QuickSchools<\/a> provides an integrated way to collect fees online<\/a> via Stripe, many schools choose to collect fees via their own payment gateway. When doing this, keeping both systems in sync can be a challenge. So here\u2019s what you can do:<\/p>\n\n\n\n

First off, you can use the \u201cOutstanding Balances by Student (For Export)<\/em>\u201d Summary Report<\/a> to export all outstanding balances out of QuickSchools in Excel format. Simply search for \u201cOutstanding<\/em>\u201d, and you should see it:<\/p>\n\n\n\n

\"importing
Outstanding Balances by Student (For Export) Report<\/figcaption><\/figure>\n\n\n\n

You should hopefully be able to import the outstanding balances back into your payment gateway, and then charge your students\/parents based on the new outstanding balances. Successful payments should create payment transactions (i.e. receipts) within your external system. Finally, you can then export all the payment transactions, and re-import them back into QuickSchools.<\/p>\n\n\n\n

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Import Fees into QuickSchools<\/figcaption><\/figure>\n\n\n\n

If you’re using an external system to manage all payments and fees, and you simply want to display all fees and payments in QuickSchools via the Student and Parent Portal, you could import all transactions as well, but this is a different scenario.<\/p>\n\n\n\n\n\n\n\n

Setting it Up<\/strong><\/h3>\n\n\n\n

Fee Tracking Importer was moved out of Private Beta<\/a> with the recent release on June 13<\/a>. To turn it on, simply go to the “Settings<\/em>” page<\/a>, and click on \u201cConfigure<\/em>\u201d for \u201cSchool Fees Tracking<\/em>\u201d. There is a section for \u201cWho can import fees and payments<\/em>\u201d:<\/p>\n\n\n\n

\"school<\/figure>\n\n\n\n

For more information on how to import fees<\/a>, check out our sample file and support article:<\/p>\n\n\n\n