What happens when student has an excess payment?

31 Грудня, 2018Karol Wojtyła

Situations can arise when a student overpays for lessons and we want to record the return of the over-payment.

  1. Go to School Admin – Students.
  2. Find the student.
  3. Go to their Payment Card to see the over-payment amount.

student overpayment

How to Record a Return to the Student?

On the Student’s Payment Card:

  1. Go to Transactions.
  2. Click Add Return.

Add Return

On the card that appears

  1. Select how you are returning the over-payment.
  2. Add a description if required.
  3. Select the amount to return.
  4. This will be filled in automatically.
  5. Click Save & Close.

Select return

The over-payment is shown as returned on the student’s Payment Card:

Payment Card