Are you working with candidates whose studies are funded by external parties, such as employers or parents? This article explains how to enable external payer requests in Full Fabric, allowing candidates to send payment requests seamlessly.
Where Can Candidates Make External Payer Requests?
Candidates can request payments from external payers for payment plan fees through both the Student Portal and their application forms. However, please note that external payer requests are not available for application fees.
How Do Candidates Send External Payer Requests?
Candidates can initiate payment requests in two ways:
From the Payment Plan on the Portal: Candidates will find the option to send payment requests directly from their payment plan section.
From the Application Form: Candidates can also request payments while completing their application forms.
Sending Fee Requests
Once candidates click the Send to Payer button, a modal will open where they must provide the following information:
Email: The email address of the external payer.
Name: The name of the external payer.
This ensures that the fee request is sent to the correct individual.
Managing Payment Requests
After sending a payment request, candidates have several options:
Cancel External Payer Request: If needed, they can cancel their request.
Resend Fee Details: If an email was lost or not received, candidates can resend the payment details to the external payer.
Payment Notification Email
When an external payer completes a payment, both the candidate and the payer will receive an automatic notification email confirming the transaction.
External Payers Accessing Payments
Once a candidate sends a payment request, an automated email is sent to the external payer. This email contains a link that directs them to a secure payment page.
Customizing Email Notifications
If you would like to customize the content of these notification emails, please contact Full Fabric support with your desired changes, and we will update them accordingly.
Payment Page for External Payers
The payment page for external payers is similar to that of applicants. It includes all necessary information and features a Pay Now button for easy transaction completion.
Security Measures
Link Expiration: The payment link sent to external payers expires after 7 days for security reasons. If they attempt to use an expired link, they will see a notice prompting them to request a new link.
Invalid Link Notice: If candidates cancel an external payment request or if there’s an error in the URL, an invalid notice will be displayed.
Viewing External Payer Requests and Transactions
Staff members can track external payer requests and transactions through:
Profile Payment Plan: Access details about specific candidates' payment plans.
Global List of Transactions: View all transactions in one centralized location using the payer column for easy reference.
Enabling external payer requests allows candidates to efficiently manage their tuition payments while keeping their sponsors informed and engaged in the process. By following these steps, you can streamline fee payments and enhance communication between candidates and their external payers. If you have any questions or need assistance with this feature, please reach out to our support team!