How Do I Record a Partial Payment?

To record a partial payment, follow these simple steps:

1. Click on Manage > Students.

2. Locate the student you want to update and click the Payment icon in their row.

3. Click Checkout at the bottom of the pop-up.

4. Ensure that only the fees you wish to pay for are checked.

5. Modify the total amount paid to reflect the amount of the FIRST payment made.

6. Check the Partially Paid box.

7. Note how the payment was received (this is often the check number).

8. Click Submit External Payment

Once you complete these steps, the student's Payment icon will be colored yellow on the appropriate sport or activity roster. Additionally, a receipt for the partial payment will be sent to your email address.

1. Click on Manage > Payment History.

2. Find the partial payment record you want to update, then click Details.

3. Modify the total amount paid to match the total amount received so far.

4. If the payment is now complete, uncheck the Partial checkbox.

5. Update the Notes section with the details of the additional payment received.

After updating, the student's icon will change to green on the appropriate sport and activity rosters, indicating that the payment is complete.

And that's it! You've successfully recorded and updated a partial payment. If you have any questions or need further assistance, feel free to contact our Support Team!