Payment Items & Student Balances
Create and manage payment items, assign payments to students and check outstanding balances.
- GuideAdd a Payment ItemHow to add a new Payment
- GuideManage School Payment ItemsEdit payment items, export student lists, create follow-up groups and manage publication status.
- GuideFind a Student’s Payments: Add, Remove or Record CashUse Find Student to manage assigned payments, add several items for a new student and record cash with Bulk Pay.
- GuideAdd Students to Existing PaymentsHow to add more students to an existing payment
- GuideRemove a Student From a PaymentHow to remove a student from a payment on your Dashboard
- GuideRe-adding a Parent Who Has Opted Out of PaymentHow to re-add a parent who has opted out of a payment accidentally
- GuideDownload an Outstanding Payment Balances ReportUse Balance O/S to export amounts due by payment item, student or family.
- GuideSend Payment LinkHow to send a link for a user to pay
- GuideMark an External Payment ReceivedRecord cash, cheques and other payment types via the Dashboard
- GuideCreate an Open Payment Link for Incoming StudentsCreate an Admissions Fee payment link and add it to the Offered Email in your school’s enrolment platform.