Events
Overview
This article explains how to handle payments for clubs and trips made by parents who haven't used Stripe to pay through the Juniper Education App. This includes those parents who pay at the school office or send in cash payments with their child. It also explains how to record refunds for clubs and trips, which are handled the same way, whether cancelled by the parent or the school.
Open a club or trip
Follow these steps to open a published club or trip:
- Open Events.
- Select Clubs or Trips.
- From All Clubs or All Trips, locate the club or trip.
- Select the Club or Trip to open it.
Process the payment
In Events, follow these steps to process club and trip payments for a pupil, not made using the Juniper Education App (for example, a pupil bringing money into school to make their payment):
- Open the club or trip if it is not already open.
- Select the Payments tab.
- Select Edit.
- Locate the pupil in the list of pupils.
- For the selected pupil, select Cash for the Payment Method (by default, this is Pending)
- Select Paid for the Payment Status (by default, this is Awaiting Payment).
The changes are made automatically and will be saved when you navigate away from the tab / page.
Repeat Step 4 to Step 6 for other pupils as needed, or use the bulk change options below.
Online payments made using Stripe are processed automatically. When a payment is made via Stripe, the Payment Method is updated to App Payments - Stripe, and the Payment Status is updated to Paid. These values cannot be changed:
Record a refund
In Events, follow these steps to record club and trip refunds for a pupil:
- Open the club or trip if it is not already open.
- Select the Payments tab.
- Select Edit.
- Locate the pupil in the list of pupils.
- For the selected pupil, select Refunded for the Payment Status (instead of Paid)
The changes are made automatically and will be saved when you navigate away from the tab / page.
Repeat Step 4 to Step 5 for other pupils as needed, or use the bulk change options below.
The steps above record a refund. They do not issue the refund. Use your school processes to refund the parent either electronically or in cash.
Tips and best practices
When changing the Payment Method and Payment Status for multiple pupils, it may be quicker to use the bulk change options:
-
Check the pupils whose Payment Method or Payment Status you want to update (alternatively, check all pupils):
- Select Change Payment Method or Change Payment Status as required.
-
If you select Change Payment Method, select the new Payment Method:
If you select Change Payment Status, select the new Payment Status:
- Select Save.
Payment Status cannot be changed for pupils with a Pending Payment Method.
Related information
Updated