School-level feature — managed within your school portal at
yourschool.deandesk.com.Video walkthrough
This walkthrough uses the real DeanDesk interface with the fictional Northstar Academy demo school and a calm, AI-generated English voice. Payments and outside services are not connected in the demo.
Find the right billing page
Your profile has three separate pages:
Admins can open a User from User Management and use the same billing tools in User Details. There, the equivalent of Payments is User Tuition, alongside Payment Methods and Billing History. Actions depend on your school role; viewing a child’s history as a parent does not grant admin refund permissions.
Review billing history
Billing History has an Account Balance card, Stripe Billing History, and an Invoices table.- Payment rows show the date, description, amount, status, and receipt download when available. Full and partial refunds appear alongside the original payment.
- Admins reviewing another User also see Stripe reference IDs for reconciliation.
- Invoice rows show the invoice amount, status, and available invoice PDF. An open invoice with an amount remaining has a Pay invoice link for the account holder.
- Pay invoice opens Stripe’s secure hosted invoice page. A receipt or PDF link appears only when that document is available.
Payments and invoices are related views of billing activity. Do not add both tables together as revenue. The Account Balance reflects amounts still due; a refund does not create a new unpaid invoice.
Enroll in tuition or a program
Admins create tuition and program products under Finance → Products & Donations, with one or more pricing options. See Products for recurring, one-time, free, and finite payment plans. Students and parents use their available tuition or program enrollment flow to choose a product, a pricing option, and who the purchase is for. The checkout summary shows Due today and future recurring charges. A finite plan may start its first paid charge after one billing cycle if the school enabled that option. Manage an existing recurring purchase from Payments. If the school disallows early customer cancellation of finite plans, contact the school office to change that plan. Admins manage these purchases from Enrollments or Subscriptions.Manage payment methods
Open Payment Methods in the profile to add a supported payment method, choose a default, or remove a method you no longer need. Stripe handles the secure payment fields. Available methods depend on the school, currency, and Stripe account configuration. A default method can be used for future automatic invoice collection. Some subscriptions can have their own saved payment method; changing the customer default does not replace an explicit subscription-level choice.Send or manage invoices
School admins use Finance → Invoicing to create invoices for selected Users, save drafts, finalize invoices, resend open invoices, or void an open invoice. Recurring invoice schedules appear under Scheduled invoices. See Invoicing for collection methods and financial aid rates.Refund a payment
Admins can refund an eligible payment directly from the User’s Billing History or from Finance → Transactions.1
Find the payment
Open the User’s Billing History and click Refund on an eligible payment. The action appears only when a refundable payment is available and you have admin access.
2
Choose the amount
If the invoice has more than one eligible payment, choose Payment to refund. Enter a positive amount up to the remaining refundable balance, or click Use full remaining amount. Add an optional note.
3
Submit and review the result
Click Refund and read the result. Stripe may finish immediately, continue processing, or require further action. The history refreshes after submission.