School Training Guide- Contents

1. ACCOUNT ACTIVATION

1.1 How Can I Login to my EPP Account as an Administrator?
1.2 How to Reset your EPP Password
1.3 How Does a Client Activate their EPP Account?
1.4 How to Assist Clients with their Account Activation as an Administrator
1.5 How to Verify the Login Details of a Client Account
1.6 How to Activate a Pre-loaded Client Account by Email as an Administrator
1.7 What email is received by a client when their account is registered by an administrator.
1.8 What email is received by a client if an administrator chooses to activate a pre-loaded the account.

2. PROFILE

2.1 How to Set the Reporting Start Date in Configuration
2.2 How to Upload Your Organisation's Terms and Conditions File
2.3 How to Add/Edit a Message on the Main Screen
2.4 How to Find your Organisation ID and Encrypt your Excel File
2.5 How to Update Payment Options
2.6 How to Enable Payment Requests

3. CLASS ADMINISTRATION

3.1 How to Add a General or Class Administrator
3.2 How to Allocate a Class to an Administrator
3.3 How to Edit/Add/Delete an Administrator's Access to a Class
3.4 How to Give a Class Administrator Access to a Fee Item

4. MAINTAIN CLIENT ACCOUNTS

4.1 How to Generate a Report of Client Details
4.2 How to Update a Client's Email Address
4.3 How to Update a Client's Mobile Phone Number
4.4 How to Search for Clients
4.5 How to Identify Unpaid & Paid Clients at a Specific Date
4.6 The Different Types of Client Status
4.7 How to Give both Parents/Guardians Access to a Student's Account
4.8 Step-By-Step Guide for School Data Upload

5. MAINTAIN CLASSES

5.1 How to Manually Register a New Student as an Administrator
5.2 How to Copy a Class
5.3 How to Delete a Class
5.4 How to Create a New Class
5.5 How to Edit/View Pupils in a Class
5.6 How to Remove a Student from a Class
5.7 How to Update a Class Name
5.8 How to Add a New Student to a Class
5.9 How to Create a Class Report

6. FEES

6.1 How to Create a New Fee that Requires Full Payment
6.2 How to Edit Existing Fees
6.3 What Does Limited Mean in Fees?
6.4 What is a Voucher Code?
6.5 How to Create a New Fee that Requires a Variable Amount
6.6 How to Create a New Fee that Requires a Deposit
6.7 How to Copy & Rename a Fee
6.8 How to Load an Image to a Fee
6.9 How to Attach a PDF to a Fee
6.91 How to Make a Fee Item Available to the Public
6.92 How to Make a Fee Item Hidden from the Public
6.93 Fee Types
        i. How to Add a New Fee Type
       ii. How to Change the Fee Type of an Existing Fee
      iii. How to Edit the Name of an Existing Fee Type
      iv. How to Delete an Existing Fee Type

9. DISCOUNTS

9.1 How to Apply a Discount to a Fee Item
9.2 How to Add a New Discount
9.3 How to Edit a Fee Item & Apply a Discount
9.4 What's the Difference Between a 'Fee Item Discount' & a 'Bill Item Discount'

10. RECURRING PLANS

10.1 How to Create a Recurring Plan
10.2 How to Create an Instalment Plan to Repeat Indefinitely
10.3 How to Delete Recurring Plans
10.4 How to Change the Amount of an Instalment in a Recurring Plan
10.5 How to Change the Run Day of a Recurring Plan
10.6 How to Issue a Missed Instalment

11. PAYMENTS

11.1 PAYMENT SECURITY
        i. What is 3D Secure?
       ii. What is Data Security (PCI DSS)?
11.2 How to Accept a Payment as an Administrator
11.3 How to Accept a Partial Payment
11.4 How to Update Payment Options
11.5 What is a Payzone Retail Payments Option?
11.6 What is a Family Payment?
11.7 How to Transfer a Payment to Another Fee or Family Member
11.8 FAILED PAYMENTS
        i. How to View a Failed Instalment
       ii. How to View a Failed or Deleted Payment
      iii. What does Receipt Number 0 or Pre-Payment mean?

12. PAYMENT REQUESTS

12.1 How to Send a Payment Request
12.2 How to Resend a Payment Request from the Payment Request List
12.3 How to View Sent Payment Requests
12.4 How to Enable Payment Requests in Configuration
12.5 How to Create a Team/Class Payment Request

13. REPORTS

13.1 How to Create an All Payments Report
13.2 How to View a Card/Retail Lodgement Report
13.3 How to View a Cash/Cheque Lodgement Report
13.4 How to Generate an All Cash/Cheque Report
13.5 How to Generate a Report of Client Details
13.6 How to Create a Payments Report by Fee Type
13.7 How to Create a Payments Report by Fee Name
13.8 How to Transfer a Payment to an Alternative Family Member
13.9 What is the Stripe Charge?

14. REFUNDS

14.1 How to View Clients Due Refunds
14.2 How to Issue a Refund
14.3 How to Issue a Partial Refund
14.4 How to View Clients Due Refunds Following a Transfer
14.5 How to Process a Refund Using a Receipt Number
14.6 How to View Credit Notes Issued to Clients

15. RECEIPTS

15.1 How to Find a Receipt Number
15.2 How to Issue a Copy of a Receipt Using the Receipt Number
15.3 How to Issue a Copy of a Receipt if the Receipt Number is Unknown
15.4 How to Access Information on Emailed Receipts
15.5 How to Add an Attachment to Each Receipt Issued

16. REMINDERS BY TEXT/EMAIL

16.1 How to Send an Email Reminder to a Specific Client
16.2 How to Send a Text Reminder to a Specific Client