The Transaction Detail screen allows you to view and filter transactions by date and transaction type (invoiced, payment received, & write-offs) for each student under the selected agency/subsidy.

If a transaction needs to be deleted, click the ellipsis in the right column and select Delete.

To view a payment the amount, click the yellow paper icon next to "Payment" type.

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.

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.

Enter the invoice amount for each student, then click Save.

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.

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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