Add a Payment

1. Under Families, select View All Families.

2. Filter or search the list of families, and select the family name.

3. The family's Main Family Page opens.

4. Select the button on the left side of the screen.

   Note: You can also see this menu by hovering over Families again while inside a family’s account.

5. Select Add a Payment.

6. Choose the appropriate Payment Method and Payment Allocation.

7. Enter the amount in the Payment Amount field.

8. Enter any other additional information under Payment Description.

   Tip: We recommend including payment date, check numbers, and the name of the payer if the payer is a non-parent or divorced parent.

9. Select Add A Payment +.

10. Review payment details and select Confirm.

11. The following options are also available:

    • Send Confirmation Email
      Send an email confirming the payment to the family/payer.

    • Update Email Address
      Update the email account for the family/payer and send a confirmation email to that address.

    • Continue Without Sending Email

    • Print This Page

12. Once completed, you will be re-directed back to the Add a Payment page.

13. Under Families, navigate to the Main Family Page to confirm payment appears under the Billing Summary tab.

14. Select Amount Paid to view transaction details.

1. Under Families, select View All Families.

2. Filter or search the list of families, and select the family name.

3. The family's Main Family Page opens.

4. Select the button on the left side of the screen.

   Note: You can also see this menu by hovering over Families again while inside a family’s account.

5. Select View Payment History.

6. Review the family's Payments History. Select a dollar amount to see more details about a payment.

7. Select Close when finished.

1. Under Families, select View All Families.

2. Filter or search the list of families, and select the family name.

3. The family's Main Family Page opens.

4. Select the button on the left side of the screen.

   Note: You can also see this menu by hovering over Families again while inside a family’s account.

5. Under More Options, select Payment Settings.

6. From here, you can update a family’s Payment Information and Payment Plan.

1. Go to Families > View All Families to search for and select the family.

2. Hover over the blue tab on the left side and select Add A Payment.

3. Select the Payment Method.

4. Include any additional necessary information in the Payment Description.

5. Enter the Payment Amount.

6. Select Custom Allocation.

7. Select the billing item(s) you want to allocate the funds to.

8. Select which student(s) the payment should be applied to.

9. Select how you would like to apply the payment: 

   • Spread Into Current Or Next Billing Months: will apply as much of the payment as possible to the current month and will rollover the excess amounts into the following months.

   • Spread Evenly Across All Available Months: will front-load the billing item(s). In other words, it will divide the payment evenly, subtract it from all months and add that amount into the current month.

   • Apply to Specific Months: will allow you to select the amount to be allocated to specific months.

     Note: When selecting Apply to Specific Months, if you allocate more to fee/months than was due, this option will update Edit Billing Details automatically to rearrange amounts due from all months, evenly. This means that the amounts due for the fee/months you specify to allocate toward will increase to meet your entered amount, and other months will decrease an equal amount.
     
     For example, if there are 10 months charging $1000 each for tuition, and you apply a $1900 payment specifically to the first month only, the system will then update Edit Billing Details so that $1900 is now due in the first month for tuition, and only $900 tuition is due in the following 9 months. These changes, by month, will be reflected in the Audit Trail under Edit Billing Details.

10. Select Add Payment.

11. Select the check mark to confirm.

If a payment is posted incorrectly, it can be voided/cancelled.

1. Go to Families > View All Families to search for and select the family.

2. Under Billing Summary, locate the payment and select the amount to open the payment details.

3. Select Void Payment.

4. If prompted to apply a late fee, select from the following options:

• Yes & Send an email: An email is sent to the family letting them know they've been assessed a late fee.

• Yes: Assess a late fee without sending a notification.

• No: No late fee is assessed.

5. Enter the Reason To Void.

6. Select Save.