# Payment mode
This feature allows you to set up what payment terms are implemented by the school.
## Access and Navigation
To access this module, go to **Planning** > **Finance Setup** > **Payment mode**
If you cannot view the link from the list, check the privilege assigned to your user account or role.
{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
{% endhint %}
## Create a New **Payment mode**
{% hint style="info" %}
Newly created payment schemes will apply to the incoming school year and not to the current one.
{% endhint %}
* Click **+ New**
* Fill out the necessary details:
* **Label** - what to call the Payment mode
* **Applies To** - Specifies the grade level/s for which the payment mode is applicable.
* **Visible To** - Defines the grade level/s that can view the payment mode.
* **Discount -** Specifies whether the student will receive a discount when opting for this Payment mode. The discount can be entered as either a fixed amount or a percentage (ensure the **%** symbol is appended for percentage-based discounts).
* **Additional charge -** Indicates whether an interest fee will be applied if the student selects this Payment Scheme. The input for the additional charge is a fixed amount.
* **Penalty application mode**
* When Penalty Application Mode is **FIXED:** late penalty for payment dues that remain unpaid will be applied after the due date and will only be applied once every due date.
* When Penalty Application Mode is **RECURRING:** late penalty for payment dues that remain unpaid will be applied after the due date = penalty application will recur until payment for the due date is made.
* **Enrollment Verification (Optional) -** This is an additional step in the enrollment process. Selected payment schemes may require enrollment verification, along with additional requirements that must be submitted or complied with. Until enrollment is verified, the student cannot receive grades in the score sheets.
* **Payment Due Dates**
* **Description -** The label or name assigned to the due date (e.g., "1st Payment")
* **Due Date -** The specific date by which the payment must be made
* **PAID % or PAID AMOUNT -** This can be toggled between **PAID %** and **PAID AMOUNT**
* When using **PAID %**, the total percentage must sum to 100%
* When using **PAID AMOUNT**, any amount can be assigned to each payment due date
* **Penalty -** The penalty amount the student will incur if the payment is not made by the due date
* **Additional Charge (checkbox) -** Determines whether the Additional Charge for this Payment Scheme will be divided equally among all due dates where this checkbox is selected
* Click **Add Payment mode** once completed
**Example for Additional Charge (Checkbox):**
* **Additional Charge:** ₱4,410.84
* **Due Dates with Checkbox Ticked:** Upon Enrollment and 2nd Payment
The Additional Charge (₱4,410.84) will be divided equally among the due dates where the checkbox is ticked. In this case, the charge will be split between two due dates.
* **Upon Enrollment:** ₱2,205.42 additional charge
* **2nd Payment:** ₱2,205.42 additional charge
This ensures that the total Additional Charge is distributed evenly across the selected payment due dates.
{% hint style="warning" %}
The amount set for the Additional Charge must be evenly divisible by the number of ticked checkboxes.
**Example:**\
If the Additional Charge is ₱100 and there are 3 checkboxes ticked, the system will prompt an error because ₱100 divided by 3 results in a remainder. To ensure accurate allocation, the Additional Charge must be divisible equally among all selected due dates.
{% endhint %}
## **Duplicate a Payment mode**
{% hint style="info" %}
A duplicated Payment Scheme will apply to the upcoming school year, not the current one
{% endhint %}
Click the **Copy** button to duplicate the Payment Mode.
A window will pop up displaying the existing settings of the copied Payment Scheme, which you can modify as needed.
Once you're finished, click **Add Payment mode** to save your changes.
## **Edit a Payment mode**
Click the **Pencil** button on the Payment mode that you wish to edit. Modify the contents as needed.
Click **Update Payment Scheme** once done.
## Delete a **Payment mode**
Click the **Trash bin** icon on the payment mode you wish to delete.
In the confirmation pop-up, click **Delete** if decided otherwise click **No** to go back
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://info.edusuite.asia/product-guide-k12/admin-home/planning-module/finance-setup/payment-scheme-setup.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
