Part of the Aeries Financials system is the ability to create student payment portals on the Edbacker fundraising platform. This enables students and/or parents to schedule automatic payments to be credited to their balance. Students can also raise funds by accepting donations from family members, friends, and others using Edbacker's crowd-funding platform. Any funds raised through Edbacker will reduce the amount of the student's required monthly payment to the school.
This article applies only to customers who have set up Edbacker integration in their District Options.
The student's Edbacker payment portal can be created and viewed from the Financial Transactions page. The Financial Transactions page is explained in a separate article.
Initialize Payment Portal
Edbacker payment portal information displays under the Payment Portal heading. If the student does not yet have a payment portal, the following will display. Click Initialize Payment Portal.
The following window will display.
Check the following information:
|First Name||The student's first name. The Edbacker payment portal title will default to the student's first and last name.|
|Last Name||The student's last name. The Edbacker payment portal title will default to the student's first and last name.|
|Email Address||The student's email address.|
|Target Date||The Target Date for the funds to be raised. If a Payment Schedule has been created, this will default to the date of the final payment.|
|Total||The total dollar goal to be raised.|
Click the Initialize button to create the student's payment portal in Edbacker.
Note: The first time a fee is added to a student's transaction summary, an Edbacker payment portal will automatically be created if it has not already been created manually using the steps above.
Payment Portal Information
After the payment portal has been created, the following will display in the Payment Portal section.
Click View Payment Portal to open the Edbacker payment portal in a separate browser tab.
Click List Transactions to see a list of all transactions that have occurred in the student's payment portal. The information is read-only.
Note: Once a student has an Edbacker payment portal, Aeries will automatically update Edbacker with data entered on the Financial Transactions page. Payment transactions will be reported to Edbacker in order to reduce the remaining fundraising needed in Edbacker. Fee transactions will automatically update the fundraising total goal in Edbacker.
If the student has established a payment method by accessing their payment gateway, then additional options will appear in the Payment Portal section. Select the check box next to Auto Pay to turn on automatic payments for this student. De-select the check box to turn off automatic payments for the student.
Students with Auto Pay turned on will have their monthly payment amount automatically debited on the scheduled date(s) as long as the scheduled process is configured.
Note: Auto Pay will not work unless the student has set up a payment method (e.g., credit card or PayPal) via their Edbacker payment gateway.
When an automatic payment has been processed, the student will receive a confirmation email. Below is a sample of the Payment Submitted email.
If the student has set up a payment method via the Edbacker Billing Gate, then the Submit Payment button will be available.
Click Submit Payment to initiate a payment using the payment method the student has stored in Edbacker. The following window will display.
Enter the Amount of the payment and click the Submit Payment button. The payment will be processed by Edbacker in real time, and a transaction will be created in Aeries.