Payments

Last updated: May 13, 2020 by CBT

Our Payments feature allows you to view and document student transactions with the school. You may also view and download their assessments and more!

1. Click on the “Payments” tab found under the Finance category. This will bring you the Payments page.

2. On the left part of the page, you will see a dropdown which has the list of students. Choose and click a student by searching their name / ID number or by browsing through the dropdown list.

Add A Beginning Balance

1. To add a beginning balance, click on the three vertical dots icon, then click “Add beginning balance” that will appear.

2. Input the balance and some remarks (if any) on the form that appears, then click “Add Balance”.

3. The student’s balance will now be recorded.

View Payments

1. If the student has already enlisted, you will see an item under Summaries, where it states the enlisted term, the tuition, the total payments made for that term, and the balance.

2. In the item, click on “View payments”. This will show the payments made for that term and more details.

Recording A New Payment

1. You can record a student’s payment by clicking on the “New Payment” button found on the upper right corner of the page.

2. Fill out the necessary details of the form that appears. You can also put some remarks regarding the payment, then click “Record Payment” to finalize.

3. A prompt will appear asking if you are sure about recording this payment. Click “Yes, Proceed With Payment” to confirm.

4. Upon recording, the payment will be seen in the list below.

Recording A New Refund

1. To record a refund, click on the “New Refund” button on the upper right of the page.

2. Fill out the refund details in the form that appears, then click “Add Refund” to record it.

3. Your refund is now recorded.

Viewing Payment Details

1. You can also view the details you have inputted by clicking “Details”, which will open a window with the details.

2. Click “Close” to exit the window.

Recording A Cancelled Payment

1. To record a cancelled payment, choose the payment to be cancelled, then click on the “Cancel” text at the end of its row.

2. You will see a message confirming you to proceed with cancellation. Click “Yes” if you want to proceed.

3. The payment will now be marked as cancelled.

Viewing Term Ledger

1. To view the student’s ledger, click on “View ledger” above found under the school year and term.

2. You will be brought to a page that will show detailed descriptions of the students transactions.

Recording payments for Other Fees

1. If a student has been assigned to pay Other Fees (click to learn about Other Fees), you will see in their payments page a section for Other fees in their Summaries panel. Click "View other fees".

2. From there, you will see the list of other fees the student has been assigned to pay. Click "Pay" to record a payment.

3. Complete the necessary details, then click on "Record Payment".

4. Once you complete your payment, you will notice that your other fee status now is "Paid" and the status has a green check.

View Assessment

1. If the student has already enlisted, you will see an item under Summaries, where it states the enlisted term, the tuition, the total payments made for that term, and the balance. In the item you can click on “View assessment”.

2.This will show the student’s assessment of the enlisted term, where you can add discounts and penalties, as well as download the assessment.

Adding A Discount

1. To add a discount to the assessment of the student, click on the “Add Discount” button on the upper right of the page. This will redirect you to the Discount page for that student

2. You will be asked to choose a discount from the dropdown list, which you want to add to the student’s assessment. (The items in the dropdown are the discounts you have created in the Finance Setup.) Click “Add Discount” once you have finish selecting.

3. The discount added will now be reflected under the “Deductions/Additions” section.

Adding A Penalty

1. To add a penalty to the assessment of the student, click on the “Add Penalty” button on the upper right of the page. This will redirect you to the Penalty page for that student

2. You will be asked to choose a penalty from the dropdown list, which you want to add to the student’s assessment. (The items in the dropdown are the penalties you have created in the Finance Setup.) Click “Add Penalties” once you have finish selecting.

3. The penalty added will now be reflected under the “Deductions/Additions” section.