CONTENTS

• Overview
• Participating Vendors
• General Information
• Basic Troubleshooting

Overview

InstantSync integration syncs Fees and Fines residing in Genesis, directly into participating vendor's payment portals. Vendor payments are then sync directly back to Genesis to pay outstanding Genesis fees and fines.

Participating Vendors

PaySchools InstantSync

Community Pass InstantSync

MySchoolBucks InstantSync

General Information

With the purchase of this integration, one of the following tabs will be added to your Payments module, depending on which vendor you will integrate with:

Beneath any of the Vendor tabs, you will have access to the following screens:

Here are some details about each of these tabs:

Payment Vendor > Setup

This screen is where the connection is made with your Payment Vendor, and the sync is activated. When initiating the sync, you must set a date to only import student fines created on/after (duplicate Fees will not be an issue). Fill out the credentials of your payment vendor, then select from the "Populate Patron ID with" dropdown (ex: Student ID). 

Select specific Fee Categories to Exclude from the Sync

Select Schools to be Excluded from the Sync

Test Pull:  Test Import of Payments before activating the Sync

Test Push:  Test Export of Fees before activating the Sync

Fill in the message to display  on the Payments tab within the Genesis Parent Portal.

Fill out other display options for Parent Portal

Tool to Resend Fees if there was an issue with your payment vendor receiving all of the Fees from Genesis (this is safe to run, as the vendors will not duplicate any Fees):

Shortcuts to open Fee logs or Payment logs, which take you into the Core>Scheduler>Logs area:

Payment Vendor > View Unprocessed Payment

Displays payments that were imported but not Processed by Genesis.

Payment Vendor > View Fee Records

Specific details of each Fee, including Payments made, date created, date paid/waived, updates made to the Fee/Payments, whether it received Partial Payments, and whether it was sent to the Vendor.

Example of Fee Record details

When opening a Fee record you can see the full life cycle of the Fee:

Sent to Vendor - Was this Fee successfully sent to the vendor, and when?

Updates to Vendor - Did Genesis send additional updates to the Fee after it was sent? 

Remove from Vendor - Was the Fee removed from the Vendor, due to being Paid/Waived/Deleted from Genesis?

Payments from Vendor - Displays when each payment was received and if it was imported successfully. Displays partial payments (if Vendor allows). Payments over the amount due will appear in error. 

Basic Troubleshooting

• Check to ensure the Payment Sync is active, which is displayed on Payments > [Vendor Name] > Setup
• Review the Logs of the 2 payment vendor tasks ("Get Payments" and "Send Fees") in Core > Scheduler for any errors
• Check for specific Fee Categories or Schools being excluded from the sync  Payments > [Vendor Name] > Setup
• Is the Fee itself being excluded from the Vendor? Payments > Fees > Modify Fee
• Fees that are paid/removed/waived directly within Genesis are removed/inactivated by the Vendor