---
title: Payments
description: How to manage the parent payment platform. Includes creating products, managing attendance, invoicing and more.
image: https://hs.iris-education.co.uk/hubfs/Untitled%20design%20(6)-3.png
---

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# Managing parent payments

##### This area is to support with taking payments from parents online.

##### Setting up lunch payments and menus, wrap around care and clubs, school trips or stand alone payment products.

## **Introduction to payments**

If you are new to the payments area, a great way to get started is to download our introduction brochure or watch the YouTube video. 

If you would like to chat to us about your specific needs, book a consultation call with our [payments specialist here.](https://meetings.hubspot.com/karla-nyman/payments-system-catch-up)

[Payments Introduction Brochure](https://hs.iris-education.co.uk/hubfs/Payments-Introduction-Brochure.pdf)

[![Untitled design (13)](https://hs.iris-education.co.uk/hs-fs/hubfs/Untitled%20design%20(13).png?width=1600&height=1800&name=Untitled%20design%20(13).png "Untitled design (13)")](https://www.aughtonstmichaels.co.uk/)

## Creating **Products** & **Bookings**

[Create standalone product](https://scribehow.com/viewer/How_can_I_create_a_product__lNYZwqovTiSWVPeigI783w)

How to create a bespoke product. Including varied options

[Create a club](https://scribehow.com/viewer/How_can_I_create_a_club__BqHS0oQfS8-PF5wXZdt7UQ)

How to create a club product. Links with attendance and registers

 Add cut off date/time - COMING

How to limit purchases with a cut off date and or time

[Create a trip](https://scribehow.com/viewer/How_can_I_create_a_trip__xBbKanxbSvKJFRar4VNwzQ)

How to create a paid trip booking and payment product

[Taking cash payments](https://scribehow.com/viewer/How_to_Apply_a_Cash_Payment__o26hT46cRGauoD5Sg4luaw)

Create a group based on survey responses. Great for payment links

 Create a lunch - COMING

How to create a lunch product and attach a menu. Links with registers

## Managing products & bookings options

[Add start/end time to product or booking - COMING](https://app.hubspot.com/guide-creator/g/NxteBhgP11)

How to limit purchases with a cut off date and or time 

[Managing voucher payments](https://scribehow.com/viewer/How_to_manage_parents_Vouchers__RzF2WnPDR4C557GpGlzvDQ)

How to manage payments made via a voucher 

 Allow parents to cancel session or lunch - COMING

For items like clubs and lunches, you can allow parents to cancel

 Managing registers for bookings - COMING

How to manage registers for your clubs and lunch bookings

## Invoicing parents

[Adhoc Invoicing - COMING](https://app.hubspot.com/guide-creator/g/XiC3WumaMw)

How to invoice a parent for a product or booking directly 

 Chase outstanding invoices - COMING

How to chase your outstanding invoices 

 Run invoice report - COMING

How to run a report to view and manage invoices 

## Refunding parents

 Refund a parent - COMING

How to refund a full order and select items

 Refund parent balances - COMING

How to refund parent balances from a balance report

[![Untitled design (17)](https://hs.iris-education.co.uk/hs-fs/hubfs/Untitled%20design%20(17).png?width=1600&height=1800&name=Untitled%20design%20(17).png "Untitled design (17)")](https://www.aughtonstmichaels.co.uk/)

## **Processing** & **Exporting** Orders

 Processing payments - COMING

How to process your payments before exporting. Must do this prior to exporting

[Request an export](https://scribehow.com/viewer/How_can_I_request_an_export_of_funds__Dhu6K6sDQNOWA_UzUUqLSg)

Once your orders and bookings have been processed, request your export of funds

[View previous exports](https://scribehow.com/viewer/How_can_I_view_previous_exports_requests__o1B0ymTTQJqotlKEqSTC9A)

How to view your previously completed exports 

## Request Support

If you would like to request technical support or to discuss your School Spider services, fill in the form to the right or you can contact us on the below information.

##### 0161 635 0255 [support@schoolspider.co.uk](mailto:support@schoolspider.co.uk)

---

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