About Charges and Payments (V1 Billing only)

Inside this article

NOTE: This only pertains to V1 Billing, NOT to our new V2 Billing (if you have Payment Plans, you have V2 Billing).

As an Admin, when you post a "charge," you are recording tuition or some other fee to a customer's account. It's essentially creating an invoice for a certain amount of money.

When you post a "payment," you are collecting and recording either an electronic payment (credit/debit card or ACH) that will be taken out of the customer's account at the time you post it, or you are recording cash or check payments made to you.

Step 1a - Transactions

Click Transactions in the left menu bar to post either a charge or payment OR...

Step 1b - Transaction History

Search for the account in the search bar, and click on the Billing page. Scroll down to the Transaction History. Click on the three dots and then Post Transaction. This pulls up the same window with the Account name pre-filled.

Step 2 - Post Charge/Payment

Search for the person's name in the search bar, click "post charge" or "post-payment," and Post.

Be sure to select the Enrollee if the charge/payment is for a specific enrollment.

For the remaining steps, see the article How to post a Payment or Charge.