Payment
Here are resources for managing payments and sending invoices.
21 articles
- When Payouts Are Held for a Negative BalanceWhy payouts stop when your balance goes negative, what the notification tells you, and what makes them start again.
- Working the Invoices ListThe Invoices page shows what you've billed, what's unpaid, and what's been collected — plus filters, exports, message templates and the two ways to start a new charge.
- Choosing the Right Schedule ChangeCreate Schedule Change offers four types — Date Change, Bulk Schedule Shift, Extension and Start Date Change. Which one to pick, and why Start Date Change is sometimes greyed out.
- Cancel an Application Before It's Fully SignedWhile a signature is still outstanding — yours, the student's, or both you can cancel the application yourself. Do it from the application, not the contract.
- Invoice Actions: View, Edit, Resend, Delete, and VoidEvery invoice row has a menu on the far right with five actions — including Resend Invoice, which sends the payment link to the student again by both text and…
- Quick Checkout: Take One-Time Payments on Your Own WebsitePut a payment form directly on your school's website so anyone can pay an application fee, registration deposit, or supplies kit in two steps — no account, no sign-in, no…
- Updating Your Banking InformationPlease contact your Customer Success Manager if you need to change the banking information you have on file with us.
- How Students Connect Their Bank AccountStudents have two options for connecting their bank account to Lumion:1. Connect instantly with PlaidPlaid is a secure service also used b...
- Understanding the Receipts Tab in PaymentsWhat the Receipts records contain and where to find them now.
- Sending an Invoice to a StudentSend an invoice to a student from their contact record.
- Change a Student's Payment Due DateMove one or more upcoming payments to a new date yourself with Create Schedule Change → Date Change.
- Reschedule All Payments to a New Cadence (Bulk Schedule Shift)Move a student's whole remaining schedule onto a new anchor day or frequency with Bulk Schedule Shift.
- Extend a Payment Plan (Extension)Move selected unpaid payments to the end of the schedule to give a student more time.
- Mark a Payment as Paid to SchoolMark a payment period as Paid to School when a student pays your institution directly.
- Processing a Student RefundIssue a refund for a completed payment from the student's Payments tab.
- Viewing Your PayoutsWhere to find your payout records in Lumion.
- Where Receipts Data Lives Now (Legacy Payouts and Collections)What the Receipts records contain and where to find them.
- Accept Payments Over The Phone
- Accept Payments Over the Phone ("Take Payment" Button)Take a one-time card or ACH payment from a student over the phone using Take Payment, and keep it tracked to the right contact.
- POS Terminals — Getting StartedAccept in-person card payments with a Lumion POS terminal — setup, taking payments, refunds, and reconciliation.
- Student Welcome Letters (Sent Automatically at Signing)When a student's financing agreement is fully signed, Lumion automatically sends a formal welcome letter emailed as a PDF and posted to their portal — confirming servicing details and full…