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Add Manual Payments
School Level » Funds » Managing funds » General fund management » Add Manual Payments
Some parents/guardians will be unable to make payments directly using the iPayimpact system. For these people the school can enter payments on to the system manually if required. Making manual payments Select the fund from the list. Press the Add Manual Payments…
Add a new fund
School Level » Funds » Add a new fund
As many new funds as you require can be created. You can even have multiple funds of the same type. To create a new fund; Press the Add a new fund button Enter a name for the fund Select a fund type. *The different types are discussed in the funds…
Add a new fund – Milk
School Level » Funds » Add a new fund » Add a new fund – Milk
The Milk fund allows parents/guardians to pay into a fund to purchase milk for their children. The table below details the information that is required for a new milk fund to be created. *Field marked with * are required. Field Description/Notes…
Add a new fund – Misc
School Level » Funds » Add a new fund » Add a new fund – Misc
The Misc – Not for parents fund allows for internal funds such as collections or staff events to be created. These funds are not available/visible to parents. The table below details the information that is required for a new misc fund to be created. *Field…
Add a new fund – Trip
School Level » Funds » Add a new fund » Add a new fund – Trip
The Trip fund allows for the school to configure trips that the parent can make payments towards. It also allows for the recording of parental authorisation slips. The table below details the information that is required for a new trip fund to be created. *Field…
Add a new fund – Charity/Donation
School Level » Funds » Add a new fund » Add a new fund – Charity/Donation
The Charity/Donation fund allows for parents to donate money to a particular cause or charity. The table below details the information that is required for a new Charity/Donation fund to be created. *Field marked with * are required. Field…
Add a new fund – Club/Society
School Level » Funds » Add a new fund » Add a new fund – Club/Society
This fund allows parents to pay into a fund designed for clubs/societies. These funds can be opened to all or limited to certain pupils. The table below details the information that is required for a new Club/Society fund to be created. *Field marked with * are…
Add a new fund – Limited Availability
School Level » Funds » Add a new fund » Add a new fund – Limited Availability
The Limited Availability fund is used for selling tickets for school events. The table below details the information that is required for a new Limited Availability fund to be created. *Field marked with * are required. Field Description/Notes…
Managing Milk funds
School Level » Funds » Managing funds » Managing Milk funds
Funds > Milk Options available: Edit Add Manual Payments Add Manual Adjustments Reports Fund Management Auto Payments Cancel / Deactivate Return to Fund List
Managing Charity/Donation funds
School Level » Funds » Managing funds » Managing Charity/Donation funds
Funds > Charity/Donation Fund Options available: Edit Add Manual Payments Reports Fund Management Cancel / Deactivate Return to Fund List
Managing Limited Availability fund
School Level » Funds » Managing funds » Managing Limited Availability fund
Funds > Limited Availability Fund Options available: Edit Description Add Manual Payments Limited Availability Details Reports Fund Management Cancel / Deactivate Return to Fund…
Preorder School Meals
School Level » Funds » Managing funds » Managing School Meals » Preorder School Meals
Funds > Preorder School Meals Options available: Edit Reminder Emails Add Manual Payments Reports Group Refund Menu Substitutions UFSM Eligibility Supervisor Cut Off Time Meal…
Accounts
School Level » Funds » Managing funds » Managing Trip funds » Accounts
Funds > Trip Fund > Accounts Here you can manage any account that has been invited to a trip. You can manually Accept or Cancel invitations, and add new accounts or groups. Filtering the List of Accounts Select a Year group from the Year / Class dropdown…
Adding Sales Products
School Level » Funds » Managing funds » Managing School Shop » Adding Sales Products
Funds > School Shop > Sales Products In this section you can manage the products that can be sold through the school shop fund. Adding a New Category To add a new category (i.e. School Uniform) click the Add New Category button. Enter the Category Name and click…
Managing funds
School Level » Funds » Managing funds
After funds have been created, you will often want/need to perform some management actions on them. These actions may include editing existing fund information, changing or adding to the description, sending notification emails to alert parents to a particular…
Limited Availability Details
School Level » Funds » Managing funds » Managing Limited Availability fund » Limited Availability Details
Funds > Limited Availability Fund > Limited Availability Details In this section you can manage the dates, times, and availability/prices for a Limited Availability fund. An example of a use for this fund type would be to sell tickets for a Talent Contest or a…
Your establishment
School Level » Your establishment
Clicking on the Your Establishment button from the tabs along the top of your home screen will take you to the below page. Here we can see a summary of your schools contact details. You may also add a school logo if you wish. *Max file size for school logo is…
Helpers
School Level » Funds » Managing funds » Managing Trip funds » Helpers
Funds > Trip Fund > Helpers The Helpers section of a trip fund allows you to create a list of helpers for that trip. This could be a list of parents acting as chaperones for the trip. Adding a new helper Press the Add New Helper button. Enter the helper’s…
Sending Reminder emails
School Level » Funds » Managing funds » Managing School Meals » Preorder School Meals » Sending Reminder emails
Funds > Pre Order School Meals > Reminder Emails iPayimpact allows for reminder emails to be sent to parents/guardians when their child’s account balance reaches a specified limit. *This is a manual process, not an automatic one. Select the fund from the…
Documents
School Level » Funds » Managing funds » General fund management » Documents
Various types of documents can be uploaded to a fund to provide information and resources to parents. For example, these documents could take the form of a permission slip for a trip, or the itinerary for a school event. Adding a document to a fund Click Add New…
UFSM Eligibilty (Universal Free School Meals)
School Level » Funds » Managing funds » Managing School Meals » Preorder School Meals » UFSM Eligibilty (Universal Free School Meals)
Pupils in the first 3 years of primary school are currently entitled to a free school meal paid for by the government. This entitlement is known as Universal Free School Meals, often abbreviated to UFSM. iPayimpact records UFSM separate to normal Free School Meals on…
Setting Meal Prices
School Level » Funds » Managing funds » Managing School Meals » Preorder School Meals » Setting Meal Prices
When using Meal Preorders, all meals are charged at a flat price based on the type of the user account. There are six possible user types: Pupil Pupil – FSM Pupil – UFSM Adult Adult – Supervisor Pupil…
Accounts
School Level » Accounts
The Accounts section lets you manage the user accounts of your staff and students. To find accounts, you will first have to select the year/class or find the relevant account by typing the surname. For example, by selecting 6-New using the drop-down list and…