Payments that are applied to the wrong school year can be transferred. You can contact us if you need to transfer the payment.  If you do not need the actual payment transferred, you may use fees and discounts to document the transaction. Please check with your finance office for best reporting practices. 

To move a payment using fees and discounts, first you will apply a fee to the account with the payment:
  1. Select the school year the payment was applied
  2. Click on Manage Fees and Discounts
  3. Review your fees for an appropriate fee name - ex. Payment Transfer. If you do not have a fee for this, see Creating a Fee
  4. Locate the family's account
  5. Review for the amount of the payment to be transfer
  6. Hover over the blue box with a white arrow on the left of the page
  7. Click on More Options
  8. Select Apply Fees & Discounts
  9. Select the fee
  10. Enter the amount 
  11. Enter a reason for adding the fee
  12. Click on the month the fee will be added - current or future month only
  13. Click Apply
Next you will will apply a discount to document the payment transfer:
  1. Select the year in which the payment should have been applied
  2. Review your discounts for an appropriate discount - ex. Payment Transfer. If you do not have a discount for this, see Create a Discount.
  3. Locate the family's account
  4. Hover over the blue box with a white arrow on the left of the page
  5. Click on More Options
  6. Select Apply Fees & Discounts
  7. Select the discount name
  8. Enter the amount 
  9. Enter a reason for adding the discount
  10. Click on the month the discount will be added - current or future month only
  11. Click Apply
Note: Please be sure to document where the payment originated in the Reason box. You may also add a note to a family's account.