Student Summary
  • 29 Jan 2024
  • 1 Minute to read

Student Summary


Article Summary

The Student Summary screen allows you to view the invoiced amount, amount received, and balance owed for each student under the selected subsidy. You can also add invoices and receive payments from this screen.

From the Subsidy Account screen, click the subsidy name to view the Student Summary screen.
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Each student receiving payments from the selected subsidy are listed with their individual subsidy billing details. Use the ellipsis to receive a payment or write off balances for each students.
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Receive Payment

Locate the student you wish to record a payment for. Click the ellipsis, then select Receive Payment.
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Enter the amount received for the selected student. Enter an optional internal note, then select Submit.

Write-Off Balance

Enter the amount to write off, an optional internal note and click Submit. '

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New Transaction

New transactions, such as adding invoices and receiving payments, can be completed from the Student Summary screen.

Click the New Transaction button in the top right corner.

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Add Invoice

Select one or more students to add a new invoice to. Use the search, room drop-down, or tags to filter the students. Then click Continue.
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Enter the invoice amount for each student, then click Save.

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Receive Payment

Select one or more students to add a new invoice to. Use the search, room drop-down, or tags to filter the students. Then click Continue.
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Complete the Distribute Funds popup, then click Continue.

  • Enter the total amount received by the subsidy in the Total Received field. Please Note: To post the payments, the Total Received amount must match the total at the bottom of the screen.
  • Enter the amount received for each student under the Received column.
  • Confirm the Total Received and Total fields match
  • Enter an optional internal note

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