All Collections
For Administrators
Save as a new item on statement while making a payment
Save as a new item on statement while making a payment

Do two actions in one by saving a new item on statement while recording a payment.

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

In the Admin Dashboard, click on the student's name from the Students tab. Click on the Payments tab at the top and then click on the "Add payment" drop-down menu. Click "Charge payment method"

The Create a new payment screen will appear where you can enter all payment details such as:

  • Payment method

  • Amount

  • Description

Select the checkbox near "Save as a new item on statement" if you would like for this payment to also create a new charge at the same time. The payment made will go towards any existing charges first and then towards the new charge/item created. If unchecked, the payment will pay off an existing balance.

You'll notice in the example below, a new May Tuition debit for $1000 was created. There is also a payment on the Credits tab for the same amount. The payment made here is first going to pay off Marlene's $1000 existing balance.

Did this answer your question?