IN BRIEF
Payment- and receipt-related settings in iClassPro are managed across several areas of the System. These settings control which payment methods are accepted, how receipts are generated and delivered, what staff can see when processing payments, and how returned payments are handled.
Overview
iClassPro provides multiple configuration areas for managing payments and receipts. Rather than being controlled from a single screen, these options are grouped by function—such as receipt behavior, accepted payment types, staff visibility, and returned payment handling. This structure allows administrators to fine-tune each part of the payment workflow independently.
Understanding where each option is configured helps ensure families receive accurate receipts, staff see only the payment methods they should use, and fees or notifications are applied correctly when payments are returned.
Accessing the Feature
Because payment and receipt options are spread across multiple settings areas, the access path depends on what you want to configure. The sections below outline where each option is located within the System.
Step-by-Step Instructions
Configure Receipt Options
Receipt options can be customized under SETTINGS>TRANSACTIONS>SETTINGS>CONFIGURE RECEIPT OPTIONS.
Customize the Payment Receipt Email
You can customize the "Payment Receipt" email template under SETTINGS>SETUP>GENERAL SETTINGS>COMMUNICATION TEMPLATES. Receipts sent from the system will use the body of this email, with the actual receipt attached as a .pdf.
Configure Accepted Card Types
Accepted credit card types/brands can be customized under SETTINGS>TRANSACTIONS>SETTINGS>CONFIGURE ACCEPTED CARD TYPES.
Customize Which Payment Methods Staff Can See
Payment methods viewable by staff can be customized under SETTINGS>TRANSACTIONS>PAYMENT METHODS.
Enable or Configure the Returned Check Fee
You can enable and customize the Returned Check Fee under SETTINGS>TRANSACTIONS>CONFIGURE PAYMENT OPTIONS.
Customize the Returned Payment Email
You can customize the email families receive for returned payments by editing the email template under SETTINGS>SETUP>GENERAL SETTINGS>EMAIL TEMPLATE>ICLASSPRO>"Payment Returned."
Troubleshooting & FAQs
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Why did my receipt changes not apply to an existing payment?
- Receipt and email settings apply only to future payments. Previously generated receipts are not updated when settings change.
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Staff cannot see a payment method I enabled—why?
- Payment methods must be enabled system-wide and also made visible to staff under SETTINGS>TRANSACTIONS>PAYMENT METHODS.
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Families are not receiving receipt emails—what should I check?
- Verify the Payment Receipt email template is properly configured, and confirm that the family’s email address is valid. If needed, check the Family Email Log to confirm delivery status.