Connect Stripe or QuickBooks

1. 1

   Choose a processor

   School setup → Payments lets you pick Stripe, QuickBooks, or Record at school. You can change this later under Admin Tools → Payments.

2. 2

   Payment plan builder

   On the same Payments admin, set At enrollment (%), Per drive (%), and Final / completion (%). That is what gates Schedule Drive, not a lock named balance lock.

3. 3

   Test before the first family

   Run one small online checkout as a test student, and Record Payment for a cash test, so the desk sees both flows. Refunds go through this Payments admin, not the student Payments tab.