Receipt Details

From the Create Receipt page, enter the Amount Tendered.

In the ID Number / Name, enter an ID Number, name, SSN, or birthdate and select from the drop-down options. This is typically the name of the student, but for schools set up for third-party payments, this can be the ID number of the third party making the payment.

An informational alert lets you know receipt detail rows can be generated automatically. Click the Generate rows button.

To generate rows for Payment Plans:

1. In the Generate Receipt Detail Rows pop-up, select "Payment Plan" from the Type of Payment drop-down.

2. In the Auto Distribute field, select "Yes" or "No". The Payment Plan Detail Rows section appears.

   1. If Yes is selected:

      Note

      The system automatically distributes the payment amount across unpaid payment detail rows until the payment amount is fully distributed. The payment is distributed to the oldest payment due date first, then up to most recent due date. You can manually adjust the Distribution Amount for each row if needed.

      1. Enter the Payment Amount. The Payment Plan Detail Rows section appears.

      2. In the Select Payment Plan Payment field, the self-service payment plan payment with the next or past due date is automatically selected. Required.

      3. If the Payment Amount is less than the plan payment due, the Distribution Amount autofills with the payment amount. If the Payment Amount is more than the plan payment due, the Distribution Amount autofills with the plan payment amount and generates additional detail rows to distribute the remaining amount across the plan payments. Required.

         Notice

         Ann makes a $500 payment towards her Fall 2023 payment plan. Her plan has 4 payments of $300. When Yes, Auto Distribute is selected, the system automatically applies the first $300 to Payment 1 and the remaining $200 is applied to Payment 2.

      4. If there are any fees associated with the plan, select or deselect the checkboxes to add the fee to the distribution amount. A note with the distribution amount, including fees, appears beneath the Distribution Amount field. Fee checkbox options can be one or more of the following:

         • Collect sign-up fee

         • Collect convenience fee

      5. Enter the Receipt Code for each row. Required.

      6. Click Add another row to distribute the payment amount to additional payments in the plan, and enter or select the required information.

      7. Click the Remove icon to remove payment detail rows.

   2. If No is selected:

      1. The Payment Plan Detail Rows section appears.

      2. In the Select Payment Plan Payment drop-down, select the appropriate plan payment. Required.

      3. If there are any fees associated with the plan, select or deselect the checkboxes to add the fee to the distribution amount. A note with the distribution amount, including fees, appears beneath the Distribution Amount field. Fee checkbox options can be one or more of the following:

         1. Collect sign-up fee

         2. Collect convenience fee

      4. Select a Receipt Code. Required.

      5. Enter the Distribution Amount. Required.

      6. Click Add another row to distribute the payment amount to additional payments.

      7. Click the Remove icon to remove payment detail rows.

3. Review and update information as needed, then click Continue to generate rows. The pop-up closes and the receipt details spreadsheet is updated with transaction details for each payment row.

To generate rows for Must Pay Sections:

1. In the Generate Receipt Detail Rows pop-up, select Must pay sections from the Type of Payment drop-down.

2. Select an option from the Select Must Pay Sections drop-down.

3. Select the Receipt Code.

4. Click Add another row to enter additional information, or click the Remove icon to remove a row.

5. Click Continue to generate rows. The transaction details spreadsheet updates based on the entered information.

To generate rows for Student Life Charges:

1. In the Generate Receipt Detail Rows pop-up, select Student life charges from the Type of Payment drop-down.

2. Select an option from the Select Student Life Charge drop-down.

3. Select the Receipt Code.

4. Click Add another row to enter additional information, or click the Remove icon to remove a row.

5. Click Continue to generate rows. The transaction details spreadsheet updates based on the entered information.

To auto-generate rows based on the student's total account balance:

1. In the Generate Receipt Detail Rows pop-up, select From account balance from the Type of Payment drop-down.

2. Enter the Payment Amount.

3. Click Continue to generate rows. The transaction details spreadsheet updates based on the entered information.