Our team has added a feature so Instructors can now process Student payments as long as the school turns the feature on.
The following steps will walk you through processing payments.
Starting from your calendar you will see your past, current, and upcoming sessions.
From here we'll select July 28th!
Now we can see our sessions for July 28th and we're going to View the 2:00 PM session with our student Meg Griffin.
There is a slight change to how Session Details will look now with the added functionality of editing Permit and Certificate information as well as processing payments for Students.
Here we'll select the green Student Orders button.
This is what the Orders page will look like for the Students you work with. It will have their Order and Payment history visible.
Here we'll select the green Details button for the 7/20/22 Order (Order 98818).
Now you'll see the specific details and history for this Order and the Payments on it.
This is what taking a Credit/Debit card payment will look like:
You'll want to make sure to have all of the fields completed correctly before selecting the green Submit button.
This is what taking a Check payment will look like:
While the Check number is optional, we highly recommend including it.
This is what taking a Cash Payment will look like:
Once your selected form of payment has been chosen and the required information has been entered, you will select the green submit button underneath the payment information on the right hand side.
Once you do that you'll get the green success message as well as a notice if the Order is paid in full.
When a payment is made in the Student's account the Student and the Guardian will receive an email with the payment information which acts as their receipt.
And this is how you'll process payments in Drive Scout for Students. Please make sure to discuss with your Driving School any specific procedures they'll have when it comes to submitting physical payments (cash, check), and any other requirements they have around this process.