Overview
Text for end user instructions on the Standing Orders form/Scheduled_Online_Payment_Text is located in Financial Settings > General Settings > e-Payments > Basic Settings. It defines custom instructional text shown to end users on the Standing Orders (scheduled online payment) form.
What This Setting Does
This setting lets the institution enter a rich text message that is displayed to end users when they open the Standing Orders form, which is used for setting up recurring or scheduled online payments. It is typically used to explain how the standing order process works, any conditions that apply, or other guidance the institution wants to communicate before the user proceeds.
Where It Is Used
This setting affects the Standing Orders form that _Student_ and _Parent_ users reach from the Financial screen when setting up a scheduled/recurring online payment.
Business Logic / Behavior
- This is a rich text field, allowing formatted text (not a toggle or dropdown).
- If left empty, no instructional text is shown on the Standing Orders form.
- This text is purely informational and does not change the underlying payment logic; it only communicates guidance to the end user.
Example(s)
An Academy wants parents setting up recurring tuition payments to understand that a $300 monthly standing order will be charged automatically on the 1st of each month, starting September 1 and continuing through June 1 of the following year (10 charges of $300 each). The administrator enters this explanation, including the $300 amount and the 1st-of-the-month charge date, into Text for end user instructions on the Standing Orders form, and it appears at the top of the form before parents commit to the recurring charge.
When to Use
Use this setting whenever the institution offers scheduled/recurring online payments and wants to provide context, instructions, or terms to end users before they commit to a standing order. It is optional but recommended whenever the standing order process needs clarification.
Notes
- Prerequisites: Enable online payments/Use_Online_Payments must be turned on, and the institution must support scheduled/standing order payments for this text to be seen by end users.
- Related settings: Enable online payments/Use_Online_Payments (Financial Settings > General Settings > e-Payments > Basic Settings); Preselect and lock online payment transactions if the payment has predefined payment method/Preselect_And_Lock_Online_Payment (Financial Settings > General Settings > e-Payments > Basic Settings).
K-12 vs Higher Education: This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.
