Create a payment scheme.

To create a payment scheme:

1. Click to expand the "Settings" menu from the side panel.

2. Select the "Finance" tab.

3. Choose the "Payment schemes" option.

4. Click on the button "Add scheme". 

5. Fill in the form and save.

The form includes the following options:

1. Name - Enter a name that will allow you to easily identify the payment scheme.
2. Promotore
3. Bank account - Choose the bank account to which payments will be made.
   (You can add a bank account via: Settings → Finance → Accounts)
4. Period - Define the time intervals at which payments should be charged:

   • Monthly – the fee will be charged every month on a specific day

   • Semesterly– the fee is charged twice a year

   • Annually – the fee is charged once a year

   •  One-off– the fee is charged once for the entire classes cycle

   • Each time– the fee is charged for each class separately

If you select option a) Monthly, additional fields will appear:

a) Edit scheme for late enrollment
b) Edit scheme for early withdrawal from the group

These fields define how the system should calculate monthly payments when a participant joins or leaves the group partway through the classes (and therefore cannot attend all classes that month).

You can choose from the following options:

• Full payment – the participant pays the full amount for the month regardless of when they enrolled or left.
• Proportional partial payment – the participant pays an amount proportional to the number of classes they were able to attend. For example:
  In May, there are 5 scheduled classes: 2nd, 9th, 16th, 23rd, 30th.
  If the participant enrolls on May 10th, they can attend 3 of them.
  3/5 = 60% → the May payment will be set to 60% of the full monthly fee.
• Manual partial payment – the participant pays an amount based on a percentage defined manually by the administrator.
  For example, the configuration defines:

4–5 classes → 100%

3 classes → 75%

2 classes → 50%

1 class → 25%
Using the same example as above (participant joins on May 10th and can attend 3 out of 5 classes), the May payment will be set to 75% of the full fee.

5. Billing 

• Upfront - if the payment is collected before the classes
• About -  if the payment is collected after the classes

6. Fixed amount for group - When selected, one single payment will be charged for the entire group.

7 . Amount - The amount of a single payment (e.g., in the case of monthly payments – the amount to be charged each month).

8.  Comment