Payments

The Payments tab provides a record of all payments made, including details such as payment method, date, amount, refunds, and any associated payment plans or funding sources. If online payments are configured, transactions will also indicate whether they were processed online.

Each payment entry includes quick action options to view, edit, process a refund, email or download a receipt, or delete the payment. Clicking on a student's name redirects to their profile for easy access to their payment history. The toolbar also allows you to search, filter, and export payment data as needed.

You can process new payments by clicking the New Payment button, while refunds can be issued through the More Actions menu by selecting Process Refund. For more detailed instructions on handling payments or refunds, visit the Student Accounts / Payments and Student Accounts / Adjustments sections of the User Guide.