Creating a payment scheme

To create a payment scheme:

1. Expand the “Settings” tab from the side menu.

2. Select the “Finance” tab.

3. Choose “Payment schemes”.

4. Click the “Add scheme” button.

5. Fill out the form and save it.

The form contains the following options:

1. Name
   Enter a name that allows you to easily identify the payment scheme.
2. Promoter
3. Bank account
   Select the bank account to which payments should be assigned (an account can be added in Settings → Finance → Accounts).
4. Period
   Specify how often payments should be charged:

• monthly – the fee is charged every month on a specified day
• semesterly – the fee is charged twice a year
• annually– the fee is charged once a year
• one-off– the fee is charged once for the entire course cycle
• each time– the fee is charged for each class

When selecting option a) monthly, additional fields will appear:

4.1) Scheme adjustment for late enrollment
4.2) Scheme adjustment for early withdrawal from the group

These fields determine how the system should calculate monthly payments when a participant joins or leaves a group during the course period (and therefore cannot attend all classes in a given month).

The settings allow one of the following options:

• full payment – the participant pays the full amount for the month, regardless of when they join or leave
• proportional partial payment – the participant pays an amount calculated proportionally to the number of classes they could attend compared to all classes scheduled for that month, for example:
  In May, 5 classes are scheduled: 2nd, 9th, 16th, 23rd, and 30th.
  The participant joins on May 10th, so they can attend 3 classes.
  3/5 = 60% – the payment for May for this participant will be set to 60% of the full amount.
• manual partial payment – the participant pays an amount based on percentages manually defined by the administrator for the number of classes they can attend.
  Example configuration:
• • 4–5 classes – 100%
  • 3 classes – 75%
  • 2 classes – 50%
  • 1 class – 25%
• In May, 5 classes are scheduled: 2nd, 9th, 16th, 23rd, and 30th.
  The participant joins on May 10th, so they can attend 3 classes.
  The payment for May for this participant will be set to 75% of the full amount.

Note!
When configuring options 4.1 and 4.2, make sure that classes have been generated for the groups. Without scheduled classes, correct payment calculation is not possible

5. Billing method

• upfront – if the fee is collected before classes
• about– if the fee is collected after classes

6. Fixed amount for the group
When this option is selected, one payment will be charged for the entire group.

7. Amount

The amount of a single payment (for example, in the case of monthly payments, the amount to be charged each month)

8. Comment

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