Payment Options are set up once a year to bill learners for school fees and other charges on a monthly basis. Once created, learners can be linked in bulk or individually. Billing runs automatically on the first of each month and appears on the learner's debtor statement.
Finances > Debtors > Payment Options
Click Create a payment option.
Enter the payment option name in both English and Afrikaans.
Choose the Billing category. The statement description defaults to the billing category name but can be changed. Enter the statement transaction description in both English and Afrikaans.
Choose the Statement grouping category.
Choose the year the option applies to.
Indicate if the payment option is paid by debit order. Unless creating an option exclusively for debit orders, select No. If Yes is selected, the system treats every linked learner as paying via debit order.
Indicate if parents can pay via the d6 Connect app (cashless payments — only applicable if your school has an agreement with Sticitt). View the cashless payment breakdown here.
Indicate if the payment option should display as a news feed payment item in d6 Connect, and if push notifications should be sent for it.
Indicate if a discount and/or exemption applies (Yes or No).
Under Grade Information, move the relevant grades from left to right to determine which learners are available for linking.
Choose the Control account for the payment option (a Balance Sheet control account — journals cannot be passed against this account).
Choose the Income account for the fee, and if applicable, the Expense account for the discount and the Expense account for the exemption.
Under Billing information: enter the Annual fee (total billed for the year). Set the billing period (e.g., 10 months). The system divides the annual fee over the chosen months. Individual month amounts can be adjusted manually.
The discount column applies a discount to all linked learners. It is advisable to apply individual discounts under the learner's profile Billing tab instead.
Click Add. A learner selection screen appears. Move learners from left to right individually or in bulk, then click OK.
Read the warning and click I understand. Learners are now linked.
Important: Once learners are linked, the action cannot be reversed. Any discounts or exemptions must be recaptured after unlinking and re-linking.
Select the payment option.
Click the Link learners to option.
Move the relevant learners from left to right and click OK.
Read the warning and click I understand.
Select the payment option and click Edit.
Make the required changes and save.
Important: Changes to a payment option do not affect learners already linked. To apply changes to linked learners, unlink them, edit the option, then re-link. Any discounts or exemptions will need to be recaptured.
Unlinking is done in the learner's profile (only active learners can be unlinked):
Go to My School > People > Learners > Learners > Learners, search for the learner, and click Edit.
Click the Billing tab and locate the payment option to remove.
Type 0.00 in each month of the relevant payment option.
Click Save changes. The billing for those months is removed, and the learner can be re-linked to a new option if needed.
For further assistance, contact support@d6plus.co.za.
Yes. It is advisable to apply discounts under the individual learner's Billing tab rather than at the payment option level. A discount entered in the payment option's discount column applies to all linked learners.
No. Once learners are linked, the action cannot be reversed via the payment option screen. Unlinking must be done individually per learner via their Billing tab. Any discounts or exemptions will need to be recaptured after re-linking.
No. Changes to a payment option do not automatically affect learners already linked. You must unlink all learners, make the edits, and re-link them for changes to apply.
Last updated: March 2026 | Version 3.0