Recording a Payment Transaction

1. To record a payment transaction, open your school’s login page. On the right side of the page, type your email address and password in the spaces provided, then click “Log in".

2. On the dashboard, look at the left navigation area, and click “Accounting”.

3. On the Assessments page, use the search bar to find the student to whom you want to add the payment.

4. Click the student’s profile to open their account details, then copy the assessment number.

5. Once you have copied the assessment number, click “Payments” in the top menu bar.

6. To add a payment transaction, click the “Create” button.

7. Select the type of payment to be recorded—Custom, Assessment, or Request—then paste the copied assessment number. Also, enter the payor’s name and the academic year.

8. If the payment is for tuition, click “Add a line” in the Tuition Fees section.

9. Select all fees applicable to this payment, then click “Select.”

10. If the payment is for miscellaneous, click “Add a line” in the Miscellaneous Fees section.

11. Select all fees applicable to this payment, then click “Select.”

12. Enter the total amount paid in the “Particular Fees” field. Additionally, if the payment amount does not match any of the listed tuition or miscellaneous fees, you can manually enter the particulars in the “Other Particulars” field. You may also include the OR number, if applicable.

13. To successfully add the payment, click the “Save” button at the top of the page.