School Pay System User Guide Manual

School Side /School Admin User Guide

-The school will log in to the school Admin portal by using the below link

https://cbe.santimschool.com/login'

After clicking that link, the first screen will open. Enter your ID and password
there. When the bank registers you on the school pay dashboard, you will receive
the ID and password.

Username- cbecommunityschool
Password- 82013072
The window below will be display

• Dashboard – It contains the overall number of students, the total

number of transactions, Transaction amount, any additional
payment, as well as any penalties charges.

• Students – where you can register new student and find the
registered students on your school.
• Easy step to ADD new student on the dashboard
Just click “ADD STUDENT” or you can just upload excel file by clicking
“IMPORT CVS” on the right top of student preview.

• It is simple to import an enormous student list by uploading a file from your

computer, which helps you avoid registering every student.

• To upload a file, click “CHOOSE FILE”. A list of all the files on your computer
will appear; select your file as indicated below.
• Click "OPEN" and then "UPLOAD" after selecting the file, and the list will
display in an organized way.
• The student ID, full name, grade, section, parent or guardian name, and
phone number must all be included in the file you provide as shown below.
• To add students manually click ADD STUDENTS and provide the student's
details as requested, including their student ID, full name, grade, section,
parent or guardian name, and phone number. This will allow the parent to
receive a link, which they can use to conveniently make a payment by using
the sent link.

• And after add the necessary information click “ADD STUDENT’’

Now you can find the new added student on the list (there is also a remark on the
top “Successfully added Student”) In the meantime, the system sends SMS direct to
the parent phone number that previously registered on the above information
form
 • Simply click "TABLE" and select the grade to get a list of students sorted by
grade payment status. This will filter the payment status for each grade.

Click "SHOW RESULT" after selecting the Grade; the window that appears as
shown below.
The monthly/quarterly payments together with the registration fees are displayed
in full in the payment table details.

• You can put any additional payments here for things like trips, books,
events, etc. To proceed, select "ADD PAYMENT" after providing the
required fields for additional payment title, amount, and target grade. On
the right side, the additional payment will show up. To quickly view various
additional payments, there is a filter bar.
 • Config – it’s the backbone of this system where a major payment that are registered.
You can enter both the registration fee and the monthly/quarterly charge depending on
the amount of your school fees and Grades.

Click "CHANGE FEE" to add monthly/quarterly fees, click "CHANGE REGISTERATION FEE" to add
registration fees, and then click "SAVE" to confirm the amount. It's that easy and clear to add
both registration fees and monthly/quarterly fees. You may modify this at any moment to
change the amount that is displayed.
Once you have added the payment fee, the additional monthly/quarterly fee and registration
fee will be displayed, as indicated below.
• Penalty- With this option, you can set penalty rules, a customizable date, and a penalty
amount to any payments that are due on the specified date. The payment end date
could be added to each month. Prior to this date, payments made are free from
penalties; hence, penalties will begin on this date

• To adjust the penalty amount and type click “CHANGE RULES”

The sort of penalty can be modified in accordance with your school's regulations and
target market. Fixed, interest/incremental, percentage, and no penalty are the available
options.
 • Discount – You can add any discounts offered by your school here.

To add the discount click “ADD DISCOUNT” on the right top of the window and fill the requested
informations.
Students name – choose from the list that you provided on the student list before.
Discount type- school fee or penalty
Rule – percentage or fixed
Rate – add the amount to be dicounted.
 • Report – where you can find payment status and perodical finacial reports.

Click "FILTER" to access the payment status, then select "Unpaid or Paid," "Grade," and
"Period." Click "GENERATE REPORT" to view the filtered report.
• Click "FINACIAL REPORT" to access a financial report. Next, choose your preferred
report's start and end dates. Next, select either the Main Payment or Additional
Payment report type. Finally, click "GENERATE REPORT."
 • Access – where you can give permission to access this dashboard to manage
it

Simply Add the person’s name and phone number to grant authorization.

In the meantime, the system sends SMS direct to the assigned contact person
phone number that previously registered on the above information form.
This message helps the assigned person to get their USERNAME and PASSWORD
to log in to the system.
After the access is created the window will appear as shown below
• Change password
This school system is designed to facilitate the payments and other related tasks for
schools.
The top 3 reasons why a school pay system is important for schools are:

• Operational Efficiency: - A well-designed school pay system streamlines the payment

processing and financial management for schools, reducing the administrative burden
and allowing staff to focus on core educational activities.

• Improved Cash Flow Management: - A school pay system enables schools to have better
control and visibility over their cash flow, allowing them to better manage their
finances, make timely payments to vendors, and ensure the availability of funds for
essential school operations. – Efficient payment collection and reconciliation features
can help schools minimize late payments and reduce the risk of outstanding
receivables.

• Enhanced Parent/Student Experience: - A user-friendly school pay system provides a

seamless and convenient payment experience for parents and student.
If you have any question,
please feel free to contact

contact@santimpay.com
+251 913841405
+251 922598035

Thank You