Overview
The In School Payments Report, located within the Billing menu, allows you to view and track all payments that have been manually added to your site.
Who can access this feature?
Admin Account Types: System Admins, Admins, and Users
Permissions: Financial
In this Article
How Payments Are Added to this Report
Manually added payments are payments added by:
- Completing a fee checklist item manually (like marking a deposit fee as complete).
- Using the Add Payment button on the ledger to add a payment to a ledger.
Regardless of the payment method selected (Electronic Check, Credit Card, Cash, etc.) any payment that is manually added to the ledger through the above methods will show up in this report.
Additional Notes
- When manually checking off a fee checklist item (like a Deposit checklist item), the received date is optional. If none is added, the In-School Payments report will display the date the item was marked as complete.
- For ledger corrections that require adding a manual payment (such as adjusting a lump sum payment), we recommend adding a description that allows you to easily spot these within this report.
Within the Report
Within the In-School Payments report, you can:
- Filter the results based on the date a payment was recorded as received within the Received Date Range dropdown.
- Use the Filter Options dropdown, to filter the report in a variety of ways.
- Export the report as a CSV or PDF.
The following columns are displayed with the results:
- Posted Date
- Student Name
- Term
- Associated Account
- Amount
- Description
- Category
- Type
- Payment Method
- Received Date
Each line item can be expanded to display the student name, term, and billing category.
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