Creating SchoolPay Fees that Sync with Synergy

Creating the Fee in SchoolPay

1. Navigate to https://www.schoolpay.com/login
2. Log in with your username and password.
3. Once the Homepage loads, click your initial in the upper-right corner, then select Change Site.
4. Select the site for which you need to create a new Fee from the list.
5. Hover your mouse over Payments, and select Synergy Items.
6. On the left-hand menu, click the + sign next to Synergy.
7. Select the School Year at the top.
8. Give it a Title.  Use a code at the beginning plus the full name (ex: SSVL - Summer School Virtual Learning).
9. Pick the appropriate Category for the fee.
10. Give it a short Description.
11. Set the Settlement Account to Your current building
12. Select the Chart of Accounts: eLearning/e2020 summer program
13. Leave Item Amounts on their default
14. Under Additional Information
    1. Priority: 1
    2. Set the Year Extension to the value you need in Synergy.
    3. School Year to current School year
15. Under Custom Fields
    1. Add a Text Field for First Name.
    2. Add a Text Field for Last Name.
16. Click Save.

If this does not solve your problem, click the Submit a ticket button at the top of this page