Refunding or Voiding a Payment Step 1: Search for the Payment Transaction Navigate to the Payment Report and use the search function to find the person whose payment you need to refund or void. Ensure your date range encompasses the month the payment occurred. Step 2: Initiate Status Check Locate the payment in question. Under the Actions column, click Check Status . This action refreshes the status and makes the appropriate refund or void options appear. Wait for the green confirmation box...

Recharging a Declined Card Step 1: Filter for Declined Payments Ensure your date range is set to encompass the month(s) you need to check for declined payments. In the Payment Report filters, change the Method of Payment to Credit Card . Change the Status filter to Unpaid . Click Search to view all declined charges. Step 2: Initiate Recharge Attempt Locate the payment you wish to retry. Under the Actions column, you will see a pink text option that says Recharge with a number in...

Quick Charging a Student Step 1: Access the Quick Charge Function Navigate to the Payment Report (if you are not already there). Click the large pink button labeled Quick Charge located just below the main search area. Step 2: Configure the Charge Details Ensure the top option in the Quick Charge box is always set to Plan . In the student search box, start typing the name of the student you want to charge. NOTE: It can take a moment for the student's name to show up, so continue typing...