Payments

To see a family's payments, select Families, then View All Families, and find the family. Select the family's name, then select the icon to open the Main Family Page and select View Payment History.

The family's historical payments are organized by Posted Date.
Select a dollar amount to see more details about a payment, including any phone payment fees, date submitted, description, and the name of the person who added the payment. Select Close when you are finished viewing the details.
Select Export to download Payment History as a CSV file.

Note: If a late fee is waived after the family has paid it, the waived fee will appear in Payment History. If a late fee is waived before the family has paid it, the fee and waiver will not appear in Payment History.

Payment Statuses

Ready: Payment was submitted that day.
On Hold: Payment is going through validation process.
In-Process: Awaiting bank response.
Success: Funds received.
Failed: Payment was not processed successfully. Select the payment amount to open the Payment Detail for more information.
Settled: Funds were remitted to the school. See the School Remittance Calendar or Standard Remittance Schedule for information on when payments are transferred to the school.

On Hold Payments

When a payer's banking information is updated or a new bank account is added, the bank account goes through a validation process to ensure it is open, active, and can receive ACH transactions before payments are processed. Any payments made from a bank account during the validation period will display as On Hold until the account validation is complete. Payments from an account deemed valid will be processed on the fourth business day and follow the standard remittance process.

Late fees are not assessed on payments in On Hold status if the account passes validation and the payments were submitted before the due date.

If a bank account fails validation, the payer is notified by email and late fees may be assessed.

Tip: To identify bank accounts that have failed validation, run the Failed Bank Account Validation report in Reports > Static Reports.

Custom allocate a payment processed through Tuition Management

First, unallocate the payment:

Go to Families and select View All Families to search for the family.
Select the clock icon to access the Payment History.
For the payment you want to adjust, select Edit Payment Allocation.
Ensure the Unassign button is green and select Submit.
Confirm the change of allocation by selecting the check mark. The payment is now unallocated.

Then reallocate the payment:

Select Edit Payment Allocation, then Custom.
Select the billing item(s) you want to allocate the funds to.
Select how you want 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.

Select Submit.
Select the check mark to confirm your selection.