Payments

This page will provide you with an overview of the Payments menu and its sections

Overview

The Accounting > Payments section shows the list of all the payments sent by the customer (student, agent, etc.) and received successfully by your institution. You also have the option to CREATE NEW PAYMENT in this section.

Accounting > Payments screen; Payment item ACTIONS menu

Existing Payment Records

For all existing payment records in the system, you have the option to edit, print, and email the details by clicking the ACTIONS menu.

Create a New Payment Record Fields

Refer to the instructions on this workflow: Recording Payment. In the form field section to enter the details of the payment, refer to the Record Type: Payment page for a brief description of each field.

NOTE:

Some of the fields found on the new payment form are optional, you do not have to fill them all. Refer to your business or institution's requirements as your guide in filling out the form.

Refer to your business or institution's requirements as your guide in filling out the form.

Importing Payments via the Import Wizard

A list of specific information is required as a minimum in order to import payments in bulk:

• Id Number (Student Number is preferred)

• Transaction / Payment date

• Transaction / Payment amount

• A unique reference for each Transaction / Payment

Additional information may be helpful/appropriate.

Once this information is available the transactions/payments can be imported via the Import Wizard within the System.

An overview of how our Import Wizard works can be found in this article: Importing Data

For more information on how to set up the import profile please contact our Support Team.

Related Workflows

Recording PaymentPaying Off Invoice

Related How To Guides

How to email payment receipts with the Communication Module/Event?How to print invoices and payment receipts?