Invoice
PDF and QR code.
Canadian specific
Stripe: school-fee invoice and payment matching across the U.S.
Prices are quoted in CAD, GST/HST shown separately where it applies, and the scope is fixed before work starts. In Canada families pay invoices with a QR code. The software turns the fee into an invoice from the pupil record, produces the QR code and helps match incoming payments to the right invoice.
- English and community languages
- Pupil data and PIPEDA in mind
- Roles and access log
Invoice flow
A fee plan (monthly, per term, yearly) is defined; on the invoice date the PDF and QR code are prepared and sent to the parent.
Rules such as sibling discounts can be defined.
Payment and reminders
Incoming payments are matched to invoices using the file from the bank. Open items trigger a stepped reminder e-mail.
The bank file format is clarified with your bank.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Canadian-specific points
Stripe and Apple Pay are Canada payment standards. The Stripe biller code, reference and bank file format (e.g. ABA) are clarified with your bank and accountant.
Frequently asked questions
Does it connect to our accounting software?
Scope depends on your software and its interface; it is assessed separately.
Can parents pay in instalments?
Yes; an instalment plan can be defined to your fee rules.
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