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Apply Student Payments

You can access the payment page through multiple access points. Apply transactions, charge credit cards, and manage all outstanding balances through the payment page.

Navigating to the Payment Page​

  1. On the sidebar, under Administration, click on Registrations. Under the Registrations page, select whichever registration you are looking for, by clicking the eye symbol for View Registration.

Alternatively, you can also navigate to the payment page by going under Administrator, clicking on Students, then searching for the name of the student. Click the student name, this will take you to the Student Page. From the Student Page, there are 4 options to navigate to the payment page.

  • Click the green Add Amt For Charge Then Amt For Payment button under Student Paperwork Charge & Payment section.
  • OR navigating further down the page and clicking the blue checklist icon for View Registration under the students Class History tab.
  • OR clicking the green money icon for Payments, also under the students Class History Tab.
  • OR by navigating further down the page, under the Transactions tab, and clicking the green Add Transaction button.

Once on the desired Payment page, there will be two main options for processing a payment. Adding A Transaction Record and Charging a Credit Card. The Add Transaction button is required for recording any form of payment you may have accepted outside of the system, such as cash, a check, or a card payment using another system. While the Charge Credit Card button is required for charging a payment directly into the system.

Adding A Transaction Record​

  1. You will be required to define what the transaction is for by selecting the appropriate option, such as Class Registration, and clicking Next.
  2. Then you will select the class registration you want to apply the payment to and click Next.
  3. You will be required to select the Transaction Medium, from a dropdown list, such as Cash Received, Check Received, etc. You will also have the ability to add a note to further identify the transaction. Click Next.
  4. You will be taken to the Confirm Details screen to review the transaction information before confirming and logging the transaction into the system. There will be a check box at the bottom to Send Receipt To Student Email, check whether you want this or not. Click Submit Payment. This transaction record will now be applied to the student.

Charging a Credit Card​

  1. You will be required to define what the transaction is for by selecting the appropriate option, such as Class Registration, and clicking Next.
  2. Then you will select the class registration you want to apply the payment to and click Next.
  3. You will be required to enter the credit card details and specify the amount to be charged. The amount will default to the current amount owed for the class.
  4. You will be taken to the Confirm Details screen to review the information before confirming and charging the payment into the system. There will be a check box at the bottom to Send Receipt To Student Email, check whether you want this or not. Click Submit Payment. This transaction record will now be applied to the student and the charge will be processed through the connected Clover system.