Open Payments → Manage Payment Items to check totals, view assigned students and manage your school’s existing payment items.

Edit an existing payment

1. Find the payment item and click its Edit icon.
2. Make the permitted changes.
3. Check the details and click Submit.

Some settings cannot be changed after an item has been created or payments have started. Contact support if the field you need is unavailable.

Export a student payment list

1. Click the item’s eye / View icon.
2. Open View Students.
3. Apply the filters you need, such as paid or outstanding.
4. Click Export.

Create a group for follow-up

1. Find the payment item.
2. Click the number in the relevant column, such as Total Payments or Outstanding Payments.
3. Review the resulting student list.
4. Click Create Group, enter a clear group name and click Submit.

You can then select that group when sending a Personal Notification or other supported communication. Recheck who still needs a reminder before sending.

Publish or unpublish an item

• Publish: select the unpublished item and click Publish to make it visible to assigned users.
• Unpublish: select the item and click Unpublish when it should no longer be available.
• Find unpublished items: choose No in the Published filter.

Delete only when appropriate

Use Delete only for an item that should be removed and where deletion is permitted. Items with payments already made cannot be deleted through this process; unpublish them instead.

Related tasks

• Add a Payment Item
• Find Student
• Balance Outstanding