This is an iiQ Premium App.
This guide covers the integration of MySchoolBucks with specific iiQ modules:
iiQ Events
iiQ Facilities
iiQ HRSD
iiQ Resources
Note: If integrating with iiQ Ticketing or iiQ Assets, please refer to this specific knowledge base guide for installation instructions.
Important Transition Notice: If your district is considering changing payment processing applications, please submit an iiQ support ticket first. This ensures a smooth transition and proper data transfer.
Prerequisites
Before applying fines and fees, complete the following setup steps:
Contact MySchoolBucks: Request support for this integration.
Support Hours: 7 AM–7 PM EST.
Phone: 800.803.6755.
Support Portal: Support Central.
Configure Settings: Enter authentication credentials in the Settings tab.
Define Categories: Navigate to the Item Categories tab to set up fee groupings (e.g., Library Fees, Technology Fees).
Define Items: Navigate to the Item Types tab to add specific charges (e.g., Laptop Insurance Fee, Lost Book Fee).
Set Permissions: Define user/role access to create, edit, and delete charges.
Security Note: Incident IQ does not store payment information. All sensitive data is stored with your payment provider; iiQ receives only the payment status.
Settings Tab
Navigate to the Settings tab to enter the following:
MySchoolBucks District ID: Enter your district's specific ID.
MySchoolBucks Store: Users navigate to Stores > Stores and use the first column to find the Store ID.
MySchoolBucks Payment Method: Users navigate to Configuration > Advanced Configuration > Payment Methods, then reference the first column to select their payment method.
Additional Configuration:
Set the number of days before a fee is considered overdue.
Event Module Specifics
If using this app in the iiQ Events module, you may toggle the Bill to the Organization setting
Scenario | Logic |
Setting ON + Event has Organization | The invoice is billed to the Organization. |
Setting ON + Event does not have an Organization | The invoice is billed to the Event Owner. |
Setting OFF | The invoice is billed to the Event Owner regardless of the organization's status. |
Item Category Tab
Item Categories organize fines or fees (e.g., course fees, library fines, device insurance, athletics).
Workflow: Click Add New Item Category > Enter Title and Description > Click Save.
Maintenance: After adding or editing a category, you must click Re-Build Payment Data to update existing grid columns.
Management: Categories can be edited or deleted using the options to the right of the entry.
Setting Up A Category Payment
You can group multiple fee types under one Category.
Category Name: Room Rental Overages
Grouped Fee Types: Additional Hours—Tier 1, Additional Hours—Tier 2, Additional Hours—Tier 3.
Item Types Tab
Item Types are the specific fees/adjustments associated with a Category (e.g., under "Library Fines," you might have "Overdue," "Damaged," or "Lost").
Workflow: Click Add New Item Type > Click Save.
Required Fields:
Sku*: Case-sensitive.
Title*: Item display name.
Category*: Associated Item Category.
Type*: Fee, Fine, Payment, or Adjustment.
Fines: Punitive (e.g., damages/broken Chromebook).
Fees: Voluntary (e.g., tech fees, club fees, field trips).
Default Amount: Can be adjusted when issuing the payment/fee.
Export Tab
Select Export All Transactions to generate an Excel file containing all transaction details (SKU, category, name, description, amount, due date, etc.).
Import Tab
Use this tab to import fee data into the MySchoolBucks integration.
Input Limit: 524,288 characters.
Process:
Download the template.
Required columns: Sku, SchoolId, and Email.
SKU is case-sensitive.
Amount: If blank, adds a $0 fee instead of the default.
Due Date: If blank, defaults to one month from the created date. (If the created date is later than the due date, it imports as "Overdue").
Created Date: If blank, defaults to the import date.
Execution: Click Parse to analyze > Pre-process to validate > Import to finalize. Click Ok on the confirmation window.
Customize Emails Tab
Functionality: Use variable data points to personalize statements sent to parents/students.
Scope: Changes are product-specific. (e.g., changes made in Facilities will not affect Ticketing).
Security: A WYSIWYG editor is used. Malicious script tags are blocked; the system will prompt you to remove them if detected.
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 is available in this article.