Apply a payment

1. Select Add payment

2. Select the Paid on date.

3. Enter who pays the payment. Only Statement recipients and payers related to the account in question can make payments.

4. Determine the amount paid:

   • Minimum due:
     The minimum amount due per the payment plan.

   • Full amount:
     The exact amount due to pay off a balance (including fees and tuition).

   • Other amount:
     An amount that either meets or exceeds the minimum due.

5. Select a Payment method:

   • If Credit Card or Debit Card is selected, select a Process with from the drop-down. Then select Enter card details.

   • If Check is selected, optionally enter a Check number and Check date. These details are visible to the payer to assist with record keeping.

6. Optional: Enter Comments to add more information to the payment.

7. Enter the payment details:

   Goes toward the overall balance:
   Reduces the student's balance; the payment applies toward each charge.

   Pays off specific charges:
   Choose which charges the payment targets.

8. Select a Funding type. The different Funding types impact how fields on a Tax form total.

9. Select a payment Source.

10. Optional: Enter a Deposit # reference to group the payment into a specific bank account.

11. Optional: Enter internal Comments to communicate any relevant notes to other Billing clerks.

12. Select Save and Close.