User Guide
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Students
Student Accounts Tab
Account Summary
At the top of the Student Account tab, you’ll find an Account Summary of the student’s financial status. Amounts are color-coded for clarity—red indicates outstanding balances, while green represents paid amounts, credits, or a zero balance.
The Account Summary is divided into three sections:
- Account – Displays the total balance and any overdue amounts, categorized as 30, 60, or 90+ days past due. The Unapplied Payments field shows payments received but not yet applied to specific charges or invoices.
- Payment Plan – Shows balances related to active payment plans, including overdue amounts.
- Funding – Reflects any financial aid, scholarships, or other funding applied to the account.
A Recalculate Balances button is also available to refresh transactions if any updates are not reflected due to out-of-order operations.