Understanding Transactions

Transaction types and what they mean

Matt avatar
Written by Matt
Updated over a week ago

This article applies to the Online version only (without Desktop).

When viewing a student's billing account, you may see the following transaction types: Under Process, Complete or Canceled. This article will define those process types and statuses.

Navigate to Billing > Accounting and click a student's name to view their billing history. Billing details will display with the newest at the time and include the following information: Transaction Date and Time, Transaction Type, Description, Status, Invoice/Payment Amount and Account Balance.

Transaction Status

  • Canceled - indicates the transaction (payment, invoice, or credit) has been canceled (initiated by your school). Sent - indicates an invoice has been created and sent to parents.

  • Failed - indicates a Credit Card, Debit Card or ACH payment has failed.

  • In Process - Credit Card, Debit Card and ACH payments will show this status while processing (timelines listed below).

  • Not Sent - the invoice has been created and sent to parents.

  • Success - this status indicates the transaction (payment, refund or credit) has been successfully processed.

Transaction Type

Online payment types

  • ACH

  • Credit Card

  • Debit Card

Manual payment types (learn more here):

  • Cash

  • Check

  • Other (e.g.: from another online payment method)

School initiated transaction types:

  • Invoices are the bills that are sent to parents and can be created using recurring plans or manual invoices.

  • Refunds are issued directly by the school. If the payment was made online the refund will be returned to the credit card or bank account. Cash payments need to be refunded manually.

  • Credits can be issued by the school to show a positive balance on the parent's account (used frequently for crediting excused absences). Learn More.

Transaction timelines

  • Credit card payments take 1 - 2 business days to process

  • ACH (bank account transfers) can take up to 4 business days

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