Payments

The Payments > Journal-page allows users to receipt payments by family in batch format. Do not receipt online payments through this method that need to be processed through a payment gateway, the only payments that should be receipted here are typi...

The Payments > Deposit screen lets users receipt payments in batch format and view past deposits. Click Payments, then select Deposit On the Deposit screen, the payment types will display. Please Note: if additional payment types nee...

Allocating a Third Party Payment Once a third party payment has been made in the Payments > Deposit screen, the payment must be allocated to a student. Follow the steps below to allocate the payment to a student: From the Payments menu,...

There are multiple steps involved in a third party refund. This article will cover the first step. The next step is on the Payments > Third Party Refund Allocation screen. Users can view pending refunds (refunds that have not yet been allocated)...

The Payments > Third Party Refund Allocation screen is where users are able to associate a refund that has been setup with a specific balance on a child/family account. This is typically the second step of the agency refund process, the first step...

The Adjustments tab on the Payments/Adjustments screen displays all adjustments made for each family for a specific time period based on the search criteria. Please Note : Click the Actions menu to export the data to a CSV or PDF. Click the S...

The Payments > Payments/Adjustments screen allows users to search and display payments received in a particular period. Click Payments, then select Payments/Adjustments Click Search Criteria to begin searching Select the search crite...

This screen updates multiple payments entered into the system at once. This is frequently used to update the deposit date, check number, payment type, period number or adding notes to previous payments. From the Payments menu select the Mass Cha...

The Payments Outstanding screen will display amounts owed by families within the system. Use search criteria to display related families. Statement and Reminder emails can be sent from this page, Outstanding balance reports can also be pulled. ...

Processing auto payments in the system allows administrators the ability to charge and collect money from parents that have an auto payment setup. Parents can add auto-pay information from the parent portal or administrators can add a payment method...

The Payments > Online/POS Payments screen allows users to pull a report that displays gateway (ACH or Credit Card payments) that have been processed through the system. On the Online/POS Payments screen, select the Search Criteria button to en...

The Payments > Family Payment screen allows users to pull different versions of year-end tax statements. This is most useful if a site will be printing off and mailing or distributing tax statements. If a site would like to email a copy of a fa...

Third Party payments are made on the Payments > Deposit screen, then must be allocated to specific students in the system from the Payments > Third Party Journal screen. How to Make a Third Party Payment Click Payments, then select Depos...

After a third party payment has been posted in the system, exports and imports can be used to reconcile balances to specific children's third party totals. This process should only be done for one center, and one payment at a time . Once a payme...