This article explains how admins can create deposits manually in our system. Deposits can be made in the form of cash, check or credit card. Admins have the ability to create individual deposits or a family deposit for all students in the family.
When creating a deposit, admins can choose from 4 category types to add credit to the system.
| Category | Description | Example: |
| Discount/Waiver | This will deduct a certain amount from the owed fee. | A parent owes less than what was required for registration. Admin can apply a discount waiver to reduce the fee owed. |
| Payment | This will add a credit into the selected Account | Depositing $20 to a student’s lunch account. |
| Refund | This will refund the desired amount back to the user. Refunds are not voidable once issued. | Refunding $50 will remove $50 from the balance of the user’s account. |
| Starting Balance | Rolling over credit from the previous academic year will create a starting balance. | A student’s lunch deposit rolled over and will begin the new year with a starting balance of $15. |
To create a deposit in student single view:
- Go to Admin Main > Student Single View
- Search for the student
- Click on the Fees tab
- Scroll down and click on Create Payment/Deposit
- Select the Account
- Select a Category
- (Payment category only) Select a Payment Method
- Enter the Amount
- If the student has unpaid fees, enter the amount to apply or click pay
- (Optional) Add a note
- Save
Admins also have the ability to mass apply deposits into the system. This is a convenient way to apply deposits to a large number of students, such as for field trip payments or yearbook orders.
To create many deposits:
- Go to Admin Main > Tuition/Fees > Fees
- Click on Create Many Deposits
- Select a Date
- Select a Category
- (Payment category only)Select a Payment Type
- Enter an Amount
- Select Students
- (Optional) Add a note
- Save
If students are linked as siblings, admins can create a deposit for all students in the family. This can be useful when, for example, a student brings $40 to be split evenly between all their siblings.
To deposit funds for all students in a family:
- Go to Admin Main > Tuition/Fees > Fees
- Click on Create Family Deposit
- Search and Select a sibling
- Select Show Siblings to show all siblings in a family
- Click on the blue plus sign to view the account information
- Click on the blue minus symbol to minimize payment for that account
- Enter in the Payment Detail
- Verify that the Total Payment for all siblings is correct
- Select the Date of payment
- Select the Category
- (Payment category only) Select the payment method
- (optional) Add a note
- Create Payments/deposits
