Marking an Applicant as PAID Manually

Mandy Tung
Mandy Tung
  • Updated

Via Applicant Profile

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.

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

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Via Payments, Reconciliation

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.
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Sending Payment Reminders and Receipts​

You can send a Payment Reminder to an applicant with an Outstanding or Past Due invoice via the Applicant Profile. Scroll down to the Payments & Invoices section and click on the Send Payment Reminder icon.

A Payment Receipt is automatically generated and sent to the applicant's family when an invoice is marked as Paid. You can resend a receipt via the Applicant Profile by clicking on the Send Payment Receipt icon.

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