Populi applications let you collect fees from applicants. Each application can have a unique fee associated with it. When the applicant starts the application, he'll be asked to pay the fee up front. To set up a fee, you'll need assistance from a Financial Admin user.
Setting up the application fee
Create the fee in Financial
Have a Financial Admin user set up the Application Fee in Financial > Billing > Settings > Fees.
Application fees work best if set up as follows:
- Type: Flat Rate
- Refundable: No
- Fin. Aid Applies: No
- IRS 1098-T/T2202A: No
- Programs: All
Attach it to an application
In Admissions > Settings > Application Forms, select the application to which you want to attach this fee.
- In the application's settings, click Fee.
- Select the fee from the drop-down—you'll be able to select from any of your school's fees, so make sure you pick the correct one!
- Enter or change the fee amount. Students starting this application will pay this amount; you might use this same fee on another application and charge a different amount.
- Click when you want to require the fee's payment: when the applicant starts the application or before the applicant submits it.
- Don't forget to Save!
When an applicant pays the fee, you can arrange to have a notification sent to anyone who needs to know. Go to Admissions > Settings > Other Settings and enter email addresses for those who should receive such notifications. Make sure to separate multiple email addresses with commas. These people will receive a notification every time anyone pays any application fee.
How the fee works...
...when you require payment before the application is started
When a Lead starts an application: When online applicants fill out the initial form, they'll be asked for credit card information. They won't be able to submit the form until they've paid the fee.
When you start the application for a Lead: When you add the application to the Lead yourself, you'll have four options for the application fee: credit card, cash, check, and waive fee. Waive fee, of course, lets the applicant progress through the application without having to pay the fee.
...when you require payment before the application is submitted
The Lead pays: Before the applicant can submit the application, they'll be asked for credit card information. Only after paying the fee (and completing the required fields) will they be able to submit the application.
You record the payment: On the application's page, you'll see whether or not the fee is Unpaid. If so, click Enter payment; you'll have the same four options as described above.