If your students pay by bank transfer, enter your details once and they appear automatically in fee notices, in the student portal, in shop orders and at sign-up.
Where: Settings → How much and when do you charge? → Bank transfer details
Adding your details
- Fill in the Account holder and the Bank.
- In Account details, one item per line, with its name: Alias, CBU, CVU, IBAN, Pix key… Use + Add a detail to add another.
- If you want, add a Note for the payer (for example, "Send us the receipt on WhatsApp").
- Tap Save.
There's one account per currency. If you charge in more than one, use Add another currency. In the notice texts, these details go wherever it says {datos_transferencia}.
Receipts
When a student sends their receipt on WhatsApp, the agent receives it and your team gets a notice to validate it:
- by replying to the notice with YES, NO or PARTIAL and the amount, from WhatsApp;
- or from the panel, in Billing → Receipts: Approve and record (the payment is recorded) or Reject (the student is told it couldn't be validated).
You choose who gets those notices in Agent → Team notifications; if nobody is checked, they go to the owner and to admins with a verified WhatsApp.