Requests by Student

Owned by Chris Hayes
Nov 15, 2017
2 min read

1. Clicking Show Request Summary displays the Payments Summary where you can view running totals of the report you have on the screen.

  • Amount received - Payments into the system by the contacts
  • Amount outstanding - Payments still due to be paid by the contacts
  • Amount reconciled - Payments made by our accounts team to the schools bank account
  • Amount refunded - Any contacts that have payments refunded
  • Total fees - Transaction charges to be paid to Contact Group

2. You can hide the request summary by clicking Hide Request Summary

3. The filters on the left hand side allow you to break the report down. You can run a search on contact name, date range, payment status or find an individual payment by typing in its name.

 

4. Once you have made your selections you will see a list of each payment with the following information:

  • Account (where the funds will be paid into)
  • The Type (fixed or contribution)
  • Student Name
  • Amount Received
  • The Transaction Charge
  • The Request Date (when they payment request was sent out)
  • Payment Date (when the payment was made by the contact)
  • Status of the Payment
  • Actions.

5. Under Actions, you have the options for:

  • More Info - lets you view transactions and the history of the payment item. Transactions include the name of the person that paid and the type of card used.
  • Paid in Person - gives you the option to mark the payment as being paid if the contact has come into the school and paid by cash or cheque.
  • Re-send - allows you to send the payment again if for example the parent has accidentally deleted the original message
  • Cancel - will stop the payment link from working and cancel this payment request. The contact it was sent to will not be able to use this link to make the payment.