Payments

Payments

STAFF ☰   Finances  >   Payments

The Payments page is a payment report that ists every payment that has been made on the system. It includes payment types of CashCheck, Bank Transfer and Credit Card. Common uses for the payments page report are:

  1. Downloading data for reconciliation against bank accounts etc.
  2. Reviewing the payment activity log when problem solving or audting payments.  You can hone in on specific days or times for which you need to view information.

You must have the correct Permissions to be able to view the Payments page.

Featured in Video

  1. Filtering the Payments Page
  2. Downloading Transactions.
  3. Creating a Saved View
  4. Viewing the transaction receipt
  5. Linking to the Student Account.

Next: MAKING PAYMENTS
Back to: FINANCES OVERVIEW

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