Have a family member calling the school to ask the status of a refund to their kiddo's lunch account? Or asking the status of a tuition payment? Run an online payments transactions report in jmc Office! Run the report for both lunch and tuition/fees accounts and even select different payment statuses' for a specific date range.

To run an online payments transactions report, log in to jmc Office and go to Online Payments > Online Payments.

Step One: Select the type of payment from the "Payment Type" drop-down list.

  • Lunch: only view lunch payments

  • Tuition/Fees: only view tuition/fees payments

Step Two: Select how the payment was made from the "Payment Method" drop-down list.

  • Credit Card: payments made from credit cards

  • Bank Account: payments made from users entering their account and routing numbers

  • All: both credit card and bank account payment methods

Step Three: Select the status of the transactions to view from the "Status" drop-down list.

  • Pending: A status of "Pending" means the transaction was accepted but the customer's bank card has not yet released the funds to you. These funds are available in the customer’s jmc account.

  • Settled: A status of "Settled" means the transaction is complete. The customer’s funds have been released. These funds are available in the customer's jmc account.

  • Failed: A status of "Failed" means the customer attempted to charge their account but their bank denied the transaction. These funds are NOT available in the customer's jmc account.

Step Four: Enter the "From Date" and "To Date" in the appropriate fields to specify the date range of the online payment transaction you'd like to view.

Step Five: Click the "Preview" button to view the online payments report.

Step Six: Click the "Print" button to print the report for future reference.

Helpful Tip: Do you want to export the report to an Excel spreadsheet? Easy peasy! Click the Excel icon at the top right of the report to download the report to your computer as a CSV file.

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