Financial Aid Management

Financial aid amounts are entered using the Financial Aid Amount field (financial_aid_amount), a term-based standard field that automatically deducts the entered amount from a student's tuition on their contract.

💡Quick Answers

• How do I enter financial aid for an individual student? On the student's contact record, go to the Enrollment tab, click Edit Fields, find the Financial Aid Amount field, enter the amount, and click Save Edits.
• Where is the Financial Aid Amount field on the contact record? It is most often found under Enrollment, Tuition & Fees, or Tuition Assistance; check the Contact Layout page if the field is not visible.
• How do I enter financial aid for multiple students at once? Use the Bulk Edit option (Update a Field in the Edit menu) on any list page, or create and import a bulk update template using the Import Data Tool.
• Does the financial aid amount show on the contract? Yes, once entered the field name and amount appear on the contract; use Contract Preview to confirm how it looks.

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Using the Financial Aid Amount Field

To enter financial aid amounts for an individual student, you can follow these steps:

• Navigate to the student's contact record.
• Click on the Enrollment tab within the contact record.
• Click the blue Edit Fields button in the upper right.
• Find the Financial Aid Amount field.
  • Please note: You can put fields under any grouping, but they are most often found under Enrollment, Tuition & Fees, or Tuition Assistance. If you cannot see the field you want to update, check your Contact Layout page to ensure it is set to display.
• Enter the amount into the field.
• Click on the green Save Edits button to confirm the change.

The financial aid field name and amount will now appear on the contract. You can preview the contract to see how it will look.

If you have multiple financial aid amounts amounts to award, consider entering the amounts through:

• Bulk Edit: Use the Update a Field option within the Edit menu on any list page or search/report.
• Import: Create a bulk update template for aid amounts that you can edit in Excel, then import it using our Import Data Tool.

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Additional Resources

• Office Hours & Past Session Recordings
• Tuition Assistance / Financial Aid
• Scholarship Management
• Enrollment Process for New & Returning Students