How do I create a custom amount collection?

Custom amount collections allow you to send individualized collection amounts to app users.

This is ideal for:

collecting individual fees (differs from member to member)
school fees, with differing payment schedules chosen by parents (monthly, yearly, etc)
fundraisers, when members or parents have pledged differing amounts (spelling bees, swimathons)
importing Excel sheets from your existing billing management system

Create a new collection by heading over to the collections tab on the left-hand side of the page. After creating a collection fill in the relevant collection details and be sure to click the compulsory collection tick box in stage 4.

Should you wish, you can upload an excel file which already has the child’s outstanding fees on, you can do so by pressing the Choose file button. If you would like to manually add in the child’s amounts you can do so after creating your collection.

Once you’ve created your collection (if you haven't already uploaded a file) you will be able to manually fill in the amounts required for each student.

After all of the amounts have been set and confirmed, the collection can be submitted for approval. No amounts can be changed after it has been submitted, so make sure all amounts are correct!

Click on the "Reload" link after all amounts have been set. Click Submit for Approval after amounts have been checked.