> For the complete documentation index, see [llms.txt](https://info.edusuite.asia/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/payment-settings.md).

# Payment Settings

Last updated: March 2025

This page allows you to manage different payment settings.

## Access and Navigation

**Payment Settings** can be accessed under **Finance** > **Finance Setup**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf33YpOsItRo-TAkvsA4qty_iKJk2z9ASWLaTF2yHbd5knJwceMX7PzRjxtPEEaLQ8HeCzzDJ6M0jPJ14gdV9FZyA_lJDD7g5Cstp7ZW9aJk9y1hc2I1YfqCovylVwFEEmAwebzf456bcBcpMCEg6oJDAGa?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

Check the privilege assigned to your user account or role if you cannot view a link from the list.

{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
{% endhint %}

## Late Penalty Exemption

* Double-click the Amount in Pesos field

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2F7QKLLHlPJisOGXrEjzTH%2Fimage.png?alt=media&amp;token=771740c1-48f3-4476-9a0e-27024f674634" alt=""><figcaption></figcaption></figure>

* Enter the amount
* Click outside the field to auto-save
* A confirmation message will appear

## Payment Cancellation Remarks

* Click the **Pencil** icon next to Payment Cancellation Remarks

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FhDXqpS7SERt04ZUcJxh3%2Fimage.png?alt=media&amp;token=777bb8f9-69d5-4a08-a9bc-51b726d130e0" alt=""><figcaption></figcaption></figure>

* A pop-up will appear where you can:
  * Add, edit, or delete remarks
  * Click **+Add Value** to add a new option
  * Edit existing remarks by clicking on them
  * Remove a remark using the **X** button

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcw6ca1C7WrKO1xWvDXBgQ0b1X6WsXXF3BQr_DUaY1xESWnYeLtZ6CzMI7_RzGMAneb2uNxuCXmYSRJiJhbTFnlcekHJoAVcI4bDgrI57lrawMnXANE8M0wQSQeQ6kj4GplRsGRT_Q1j0pcPrwtx43vl8Jt?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Click **Update Remarks** to save changes

## Withholding Tax Amount

{% hint style="info" %}
This setting applies to all transactions and can be viewed in the Sales Report (currently under enhancement).
{% endhint %}

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FIx0h6jGXypGb1gASjEwJ%2Fimage.png?alt=media&amp;token=adf3af4a-87dc-45a1-9025-bb31ef15c4f5" alt=""><figcaption></figcaption></figure>

* Double-click the Percentage Amount field
* Enter the percentage
* Click outside the field to auto-save
* A confirmation message will appear

## Merchant Discount Rate

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FenUzollBhhArMZEM37Fj%2Fimage.png?alt=media&amp;token=d570931e-1610-44dc-a27e-62646e6b4339" alt=""><figcaption></figcaption></figure>

* Double-click the Percentage Amount field
* Enter the percentage
* Click outside the field to auto-save
* A confirmation message will appear

## Auto Enrollment

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FagRATN8TnW0CQIxi4OMw%2Fimage.png?alt=media&amp;token=c5814596-fcc3-47de-bdcb-958783808da3" alt=""><figcaption></figcaption></figure>

* When enabled, students with a 0.00 assessment during enrollment are automatically marked as officially enrolled
* A Php 0.00 transaction is recorded under the Scholarship payment mode

#### To enable Auto Enrollment

* Toggle **ON** the Auto Enrollment setting
* Enter Payment Remarks for automatic tagging
* Select the default reconciliation bank for 0.00 payments

## Apply Online Payments to Previous Term Balances

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2F7fKCOGMjp7tlQ3NF2A5B%2Fimage.png?alt=media&amp;token=bf10b57a-c6c9-4a2b-8676-a17874707478" alt=""><figcaption></figcaption></figure>

* When enabled, payments are split across multiple terms with the same transaction details
* To enable, toggle **ON** the setting.