Online payments & reconciliation

What you can do

Access & setup

Intended access: Assigned account with the required permissions.

• A school account with the permissions shown below.
• Choose the relevant school, academic session or child before working.

Use the public sample demo to learn this flow. Your assigned ERP account determines access to actual school records.

How the workflow works

1. 01

   Review the invoice and provider readiness

   A school account with the permissions shown below.

2. 02

   Create an order through the permitted checkout workflow

   Callback verification is part of the documented workflow.

3. 03

   Verify the gateway response before treating the invoice as paid

   Pending payment review is part of the documented workflow.

4. 04

   Investigate a pending payment through reconciliation

   Review the result in the connected record or workspace before moving on.

Fields & controls

The screen exposes the following context or input controls. Required fields are validated by the live application.

• Invoice ID
• Amount (blank = full balance)

Rules & current limits

• External collection requires approved gateway credentials and verified callbacks. The public guided demo does not charge money.

Source inventory checked on 11 October 2026. Guide availability confirms documentation publication, not certification of every external service or device flow.

API & permissions reference

These are the source-matched API operations connected to this guide. Reading this reference does not execute any request.

Open the actual application

ERP links use your assigned account. Record-specific pages start from the list so you can choose a real record.

Keep exploring