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.
This article will assist with steps on how to apply a payment that is already in the system but not applied to an invoice.
Use our article on Adding a Payment to a Family and Applying it to an Invoice to learn more about how to add and apply the payment if you haven't yet added the payment.
- Go to Favorites > Families. Select and Edit the appropriate family.
- From the Edit Family page, click the Payments and Refunds tab > select the appropriate payment > click Apply.
PRO TIP! You will see the "Unapplied Credit" column in green to signify the payment is not applied to an invoice.
(Right-click and "Open image in new tab" to enlarge) - Select the appropriate Invoice > click Next.
(Right-click and "Open image in new tab" to enlarge) - From the Apply Payment page, you will now select how to apply the payment.
(Right-click and "Open image in new tab" to enlarge)
- Start by selecting Schedule Choice.
- By default, Spread over Remaining Schedule will be selected. This will spread the amount you are entering evenly over all of the remaining payment dates the user has (e.g, if you input $1,000 and the next ten payments are for $500 this will apply $100 to each of the remaining payment dates lowering the remaining payment amounts to $400).
- If you select Apply Today this will apply the total amount to the next payment and will distribute any remaining amount to each subsequent payment date (e.g, if you input $1,000 and the next ten payments are for $500 this will apply $500 to the first and second payments and $0 to any remaining payment dates).
- Select the Amount to Apply
- Click Apply Payment/Refund and you are done!
- Start by selecting Schedule Choice.
Comments
0 comments
Please sign in to leave a comment.