Finances Overview

Summary

The following list has links to all the Align help files that relate to finances.  If you're new here, we recommend going through the Walkthrough!

Walkthrough

• Overview of ALL Finance Pages

Finance Site Configuration 

(Align Only)

• Site Configuration
  • Payment Processors
  • Currency

Finance Permissions

• List of Finance Permissions

Finance Classes

• Add a Finance Class
• Edit a Finance Class

Fees

• Add Fee
• Edit Fee
• Void Fee

Discounts

• Apply Discounts
• Edit Discounts
• Void Discounts

Credit Memos

• Add Credit Memo
• Edit Credit Memo
• Void Credit Memo

Payment Refund

• Create Payment Refund
• Edit Payment Refund
• Void Payment Refund

Payments

• Downloading Transactions

Making Payments

• Cash
• Check
• Bank Transfer
• Credit Card

Credit Card Refunds

• Make Payment
• Partial Refund
• Full Refund

Finance Automations

• Setting up Fee Automation

Admissions Payments

• Add Fees & Payments to the Admissions Process

My Finances

• Overview
• Adding Transactions
• Making Payments
• Viewing Receipts

Email Notifications

• Staff Notifications
• Student Notifications