Overview
Part of the Aeries Payments system is the ability to create student payment portals on the Destiny Fundraising Manager (DFM) (Formerly LivingTree) 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 Destiny Fundraising Manager's crowd-funding platform. Any funds raised through Destiny Fundraising Manager will reduce the amount of the student's required monthly payment to the school.
This article applies only to customers who have set up Destiny Fundraising Manager integration in their District Options.
The student's Destiny Fundraising Manager payment portal can be created and viewed from the Payment Transactions page. The Payment Transactions page is explained in a separate article.
Initialize Payment Portal ↑
Destiny Fundraising Manager payment portal information displays under the Payment Portal heading, located on the Payment Transactions page. If the student does not yet have a payment portal, the following will display. Click Initialize Payment Portal.
The following window will display.
Check the following information:
| First Name | The student's first name. The Destiny Fundraising Manager payment portal title will default to the student's first and last name. |
| Last Name | The student's last name. The Destiny Fundraising Manager payment portal title will default to the student's first and last name. |
| Email Address | The student's email address. |
| Total | The total dollar goal to be raised. |
Click the Initialize button to create the student's payment portal in Destiny Fundraising Manager.
Note: The first time a fee is added to a student's transaction summary, a Destiny Fundraising Manager payment portal will automatically be created if it has not already been created manually using the steps above.
Payment Portal Information ↑
After the payment portal has been created, the following will display in the Payment Portal section.
Click Open Payment Portal to open the Destiny Fundraising payment portal in a separate browser tab.
Click View Transactions to see a list of all transactions that have occurred in the student's payment portal. The information is read-only.
Note: Once a student has a Destiny Fundraising Manager payment portal, Aeries will automatically sync data entered on the Payment Transactions page with Destiny Fundraising. These payment transactions help reduce the remaining fundraising balance shown in the portal. Additionally, fee transactions will automatically update the total fundraising goal in Destiny Fundraising.
Auto Pay ↑
If the student has a billing agreement established (i.e. credit card or Paypal) in the parent/student portal, additional options will appear in the Payment Portal section. Select the check box next to Auto Pay to turn on automatic payments for this student. De-select the check box to turn off automatic payments for the student.
Students with Auto Pay turned on will have their monthly payment amount automatically debited on the scheduled date(s) configured via payment schedules as long as the scheduled process is configured.
When an automatic payment has been processed, the student will receive a confirmation email. Below is a sample of the Payment Submitted email.
Submit Payment ↑
If the student has set up a payment method via the Destiny Fundraising Manager Billing Gate, then the Submit Payment button will be available.
Click Submit Payment to initiate a payment transaction using the payment method the student has stored in Destiny Fundraising Manager. A confirmation window will appear.
Enter the Amount of the payment and click the Submit Payment button. The payment transaction will be processed in real time by Destiny Fundraising Manager, and a corresponding transaction entry will be created in Aeries.