Part of the Aeries Student Financial Transactions system is the ability to create student campaigns on the Edbacker fundraising platform. This enables students and/or parents to schedule automatic payments to be credited to their balance. Students can also raise funds by accepting donations from family members, friends, and others using Edbacker's crowd-funding platform. Any funds raised through Edbacker will reduce the amount of the student's required monthly payment to the school.


The student's Edbacker campaign can be created and viewed from the Financial Transactions page. The Financial Transactions page is explained in a separate article.


Create Campaign

Click the Campaign Information heading to expand the campaign section of the page. Then, click the Create Campaign button.


The following window will display.


Check the following information:

First Name
 The student's first name. The Edbacker campaign title will default to the student's first and last name.
Last Name
 The student's last name. The Edbacker campaign title will default to the student's first and last name.
Email Address
 The student's email address.
Target Date
 The Target Date for the campaign to end. If a Payment Schedule has been created, this will default to the date of the final payment.
Campaign Total
 The total dollar goal to be raised in the campaign. This will default to the student's Remaining Balance.


Click the Create Campaign button to create the student's campaign in Edbacker.


Campaign Information

After the campaign has been created, the following will display in the Campaign Information section.


Auto Pay

Click the red "OFF" button to turn on automatic payments (Auto Pay) for this student. The button will toggle to a blue "ON" button when Auto Pay has been turned on.


Students with Auto Pay turned on will have their monthly payment amount automatically debited on the scheduled date(s).


Note: Auto Pay will not work unless the student has set up a payment method (e.g., credit card or PayPal) via their Edbacker Billing Gate.


Process Transaction

Click the Process Transaction tile to enter a manual payment and save it to both Aeries and Edbacker. The following window will display.


Enter the following information:

Amount
 Enter the amount of the payment.
Grant
 Check the box if this transaction is from a grant or scholarship. At this time, this field is informational only.
Payment Type
 Select one of the options from the drop-down. The choices are Credit Card, Personal Check, and Cash. This field is informational only.
Check/Card Number
 Enter the check number or credit card number if applicable. This field is informational only. For security reasons, Aeries does not recommend storing the full credit card number in this field and suggests no more than the last 4 digits simply for reference purposes.


Click the Submit Transaction button to submit the transaction to both Aeries and Edbacker, or click Close to go back. The transaction will immediately update the student's balance and payment information in Aeries and will also update the donation total in the student's Edbacker campaign.


The image below shows a transaction that was added to Aeries using the Process Transaction function. Notice that the Edbacker Tran# is populated.


NOTE: The Process Transaction function does not actually charge the student's credit card or in any way involve an actual transfer of funds. This function is intended for staff to acknowledge a payment that was made manually, such as a cash, check, or credit card payment that the school has already processed and wishes to report to Aeries and Edbacker.


List Transactions

Click the List Transactions tile to retrieve a list of all payments and donations that have been made to the student's Edbacker campaign. The following window will display. The information is read-only.


Submit Payment

IMPORTANT NOTICE: As of the latest revision to this article, the Submit Payment feature is not functioning. Users will receive the following error message:

Aeries developers are working with Edbacker to resolve the issue as quickly as possible. When the issue has been resolved, this section will be updated with additional screenshots, and this notice will be removed.




If the student has set up a payment method via the Edbacker Billing Gate, then the Payment Setup tile will show a green check mark. Also, the Submit Payment tile will be available.


Click the Submit Payment tile to initiate a payment using the payment method the student has stored in Edbacker. The following window will display.


Enter the Amount of the payment and click the Submit Payment button. The payment will be processed by Edbacker and updated in Aeries in real time.


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