Payment processing apps allow users to register fees and payments for users, tickets, and assets, and to generate statements and check balances.
Installing the App
Note: All information entered during installation can be edited at any time after setup.
Navigate to Apps > Browse in the left navigation.
Locate and select the app in the Payment Processing Apps section or use the search bar.
Select ‘Install’ to open the installer page and complete the installation steps.
Once successfully installed, you can select ‘Manage App Settings’ to open the app directly.
Settings Tab
The Settings tab controls overdue fee timing and billing behavior.
Days before overdue: Set the number of days until a fee is considered overdue.
Bill to the Organization (iiQ Events module only):
Setting ON + Event has an Organization: The invoice is automatically billed to the Organization.
Setting ON + Event has NO Organization: The invoice is billed to the Event Owner.
Setting OFF: The invoice is billed to the Event Owner, regardless of whether the Event has an Organization.
Item Category Tab
Item Categories group specific fines or fees (e.g., "Course Fees," "Library Fines," "Device Insurance," "Athletics").
Create a Category: Navigate to Item Categories > Add New Item Category. Enter the Title and Description, then click Save.
Data Maintenance: After adding or editing categories, you must click Re-Build Payment Data. This updates the grid column payment data to ensure it displays correctly.
Management: Categories can be edited or deleted using the controls on the right.
Setting Up a Category Payment
You can pay an entire fee category at once by grouping multiple fee types under it.
Create a fee Category (e.g., Device Fees).
Navigate to the Item Types tab.
Create individual fee types and assign them to the "Device Fees" Category.
Item Types Tab
Item Types define the specific fees, payments, or adjustments associated with an Item Category (e.g., under the Category "Library Fines," you might have types "Overdue," "Damaged," and "Lost").
To Add an Item Type:
Click the Item Types tab.
Click Add New Item Type.
Configure the following fields:
Sku: Enter the item Sku (Required).
Title: Enter the item title (Required).
Description: Enter a brief description.
Category: Select the associated Item Category (Required).
Type: Select the type (Required: Fee, Fine, Payment, or Adjustment).
Fine: Punitive (e.g., damages, broken Chromebooks).
Fee: Voluntary (e.g., technology fees, club fees, field trips).
Default Amount: Enter the default price (can be adjusted during payment issuance).
Click Save.
Customize Emails Tab
You can use variable data points to personalize email statements sent to parents, students, and recipients.
Scope: This feature is product-specific. Changes made in the app in Facilities will not affect the app in Ticketing.
Security: The WYSIWYG editor prevents saving messages containing malicious HTML script tags. If detected, an error will prompt the user to remove them.
Variable Data: The email will automatically include any variables or content added in the "Customize Email Statements" section. If no custom content is added, the email will use the system default template.
The full list of supported data points can be found in the linked article below.