How to Un-apply a Payment from an Invoice

IMPORTANT! In the coming months, we will be phasing out this version of the Tuition Management module. If you are looking for how to work with Contracts in the next generation of the Tuition Management module (which is where all 2023-2024 Contracts were built and sent from), go to the Tuition Management section of our Help Center.

Un-apply the Payment

1. Go to Favorites > Families. (If you don't see this option contact support@bigsis.com for more assistance.)
   
   
   
2. Locate and edit the record for the family.
   PRO TIP! Don't forget you have filter options to narrow your list!
   (Right-click to "Open image in new tab" to enlarge)
   
   
   
3. This will take you to the Edit Family page. The Invoices tab will be shown by default where you can select and edit the Tuition Contract invoice. 
   
   
   
4. Click the Payments tab. Select the applied payment and click Un-Apply. Confirm this action by clicking Ok.
   
   
   
5. Click Back to the Edit Family page. Click Recalculate Family and you will now see an Un-Applied Balance and may make edits/changes to the contract.