Payment settings let you enable invoicing, set accepted payment methods and instructions, customise invoice notification emails and connect a credit card provider. You enable payments on forms in Settings > Forms, and reconcile payments in bulk in Payments > Reconciliation.
For admins setting up application fees and invoices. Summarises each payment area and links to the detailed guide.
| I want to | Go to |
|---|---|
| Enable invoicing, set accepted payment methods and give families payment instructions | Configuring Payment Methods and Instructions |
| Customise the invoice notification email to parents | Customising Invoice Notifications |
| Accept credit card payments | Enabling Credit Card Payments |
| Reconcile payments and send reminders | Reconciling Payments & Sending Reminders |
Payment methods and instructions
Enable invoicing from OpenApply, define your accepted payment methods for application fees and provide payment instructions to applicants and families. See Configuring Payment Methods and Instructions.
Invoice notifications
Customise the invoice notification email sent to parents. See Customising Invoice Notifications.
Credit card payments
OpenApply integrates with these payment providers:
Stripe
Paypal Express Checkout
Hosted PCI
Braintree
Cybersource
Alipay
Flywire
Zenda
These providers remit payment at regular intervals and charge credit card processing fees. They handle card information securely, so OpenApply stays PCI compliant and never touches or stores credit card information.
Bank Transfer is also available as a payment option. It is not a card processor: parents pay into the school's bank account and staff mark the payment as received. See Configuring Payment Methods & Instructions.
Set up an account with one of the supported providers.
Sign in to that provider to find the keys and IDs needed to integrate with OpenApply.
Follow Enabling Credit Card Payments to connect it.
Payments on forms
In Settings > Forms you can enable payments for application, re-enrolment and supplementary forms.
Reconciling payments and sending reminders
In bulk: reconcile payments in Payments > Reconciliation.
Individually: in the Applicant Profile, reconcile a payment and send a reminder for an outstanding payment.