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Recording the first payment

A payment is recorded against a fee agreement: what a student has agreed to pay, and when. So the first payment is two steps: the agreement, then the money. Owners, admins, and anyone allowed to manage Student Fees can do both. A student enrolled in a priced group already has their agreement - skip to recording the payment.

Agree the fee

Section titled “Agree the fee”

The student must be enrolled in a running group, as they are once the group is open.

  1. In Finance, open Fees and press New Student Pay.

  2. In Student Name, type part of the student’s name and choose them from the list.

  3. In Group, choose their group.

  4. Choose Monthly or One Time, and check Price of the whole course: it starts at the group’s or the course’s price.

  5. For a monthly fee, enter how many Months.

  6. If the student paid something now, enter it in Paid today: it is recorded as a payment when you save, and you can skip the next section.

  7. Press Save fee.

Record the payment

Section titled “Record the payment”
A fee agreement found by searching, with its + button highlighted
  1. Add Payment
The agreement's + button
The Add Payment dialog with an amount entered, and the amount, payment method, date, reference and Add Payment button highlighted
  1. Amount
  2. Payment Method
  3. Payment Date
  4. Reference Number
  5. Add Payment
Add Payment

  1. On Fees, type the student’s name in Search by student, fee or group, and press + on their agreement.

  2. Enter the amount paid in Amount. It cannot be more than the balance.

  3. Choose how they paid in Payment Method.

  4. Check Payment Date. It is today unless you change it.

  5. If there is a receipt or transfer number, enter it in Reference Number.

  6. Press Add Payment. Payment recorded confirms it, with the new balance.

Hand over the receipt

Section titled “Hand over the receipt”

Payment recorded stays open. Press Print receipt to print it, or Send receipt to email it to the student’s email address, then press Done.

What happens next

Section titled “What happens next”