Reconciling Payments & Sending Reminders

Mandy Tung
Mandy Tung
  • Updated

Marking an Applicant as PAID Manually

By clicking on an applicant, you can easily mark their application fee as paid, while indicating the payment method (e.g. check, bank transfer) and the date of payment. To complete the reconciliation, click on the Reconcile Payment button.

The applicant family will automatically be sent an e-mail receipt of payment when their application fee is marked as paid and reconciled. Credit card payments are automatically reconciled and marked as paid.

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Marking Applicants as PAID in Bulk

By navigating to Payments > Reconciliation you can mark multiple applicants as paid, while indicating the payment method (e.g. check, bank transfer) and the date of payment. Once the information has been entered, you can complete the reconciliation by clicking the Reconcile Payments button.

 

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Sending Payment Reminders and Receipts

Payment reminders and receipts can be sent individually via the applicant profile. On the righthand menu, navigate to the outstanding invoice. Click on the icon to send a payment reminder or a receipt to the family via e-mail.

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