Did someone just drop off a check or cash to pay for owed fees? You'll need to account for that in jmc Office. Make sure to get it deposited correctly so your account balances are accurate and your reports reflect the payment.
To make a payment in the Tuition/Fees module of jmc Office, select Tuition/Fees > Data and then choose whether you want to "Edit Student Fee Data" to designate funds to a specific student or "Edit Family/Org Fee Data" for an entire family.
Step One: Select the student or family fee contact to credit the payment to by entering their name in the "Find" field.
Step Two: Click the "Payment..." button to begin making a payment to the student or family fee account.
Step Three: Select the "Student Account" or "Family Account" radio button to designate the account for the payment.
Fun Fact: The option to select the "Student Account" or "Family Account" is only available in "Edit Student Fee Data". In the "Edit Family/Org Fee Data" tab you will be automatically making a payment to the family fee account.
Step Four: Select the "Cash", "Check", or "Credit" radio button to specify the payment type.
Helpful Tip: If payment is made using a check, enter the check number in the "Check Number" field for record of the transaction.
Step Five: Enter the date for the payment in the "Payment Date" field or simply click the calendar icon.
Step Six: Enter the dollar amount of the payment in the "Payment Amount" field.
Helpful Tip: Save yourself a click and skip entering a $ sign. Just enter the dollar amount with or without a decimal.
Step Seven: Select the "Balance" or "Fee" radio button from the "Payment Type" box to indicate whether the payment should be applied to the account balance or be associated with a specific fee.
Helpful Tip: If you specified the payment type as “Fee”, choose the specific fee to apply this payment toward from the "Student Fees" list.
Step Eight: Enter notes in the "Comment" field to record any additional information about the transaction for future reference.
Step Nine: Click the "OK" button to submit the payment or click the "Close" button to cancel the payment.