If you would like to track when families or students need to submit payments for their account charges, you'll want to try out the Due Dates & Payment Allocations system. As the name suggests, these options allow you to assign a due date to a specific charge or invoice and then assign specific payments or payment amounts to the charge so as to balance the account.
To turn on the feature, just go to the “Settings” > “Turn Features On/Off” and click on the “Configure” link next to the “Fee Tracking” module:
Turn on Fee Deadline and Payment Allocation
Just make sure to check off “Turn on fee deadlines & payment allocations”, and you’re all set.
IMPORTANT: It’s important to note that once you turn on this feature all payments will need to be allocated to a fee/charge (otherwise the system will warn you of unallocated payments). So for those who have been using the Fee Tracking module for a while, it can be difficult to transition to this new method. Please contact our support team for more info.
Once the method is enabled, your “Fee Tracking” > “Student Billing” List will display all Unpaid Charges:
Student Billing / Unpaid Charges
When you click on a record, every payment will have an “Allocate” link, which will allow you to allocate payments to previous fees/charges. The “Allocate” link will always be displayed, even if the payment has already been allocated, in the event you’d like to re-allocate the payment differently:
Student Fee Tracking Details
Here’s what the Allocate Payment screen looks like (after you click on the “Allocate” link):
Allocating Payments
Finally, if you click on “Add Charge” or “Add Invoice”, you will now have the option of setting a “Due Date”. Please feel free to check that out: