How to Mark a Payment Received

Payments tracks due dates and whether you have recorded a payment as received. Marking a payment received updates that tracking record; it does not create an invoice or calculate a balance.

Before you begin

The student needs a payment due date in Payments before you can mark it received.

Steps

1. Open Payments. Find the student under Next payment.
2. Check the due date. Confirm that the displayed date is the payment you received.
3. Record the arrival. Select Mark received.

If something goes wrong

Marked the wrong due date? Open the student's payment details and select Undo beside that entry.

ℹ️ Note: Check the due date before marking a payment received, especially when a student has several dates close together.