Q: How can I change a person's tuition rate after payments have already started? |
A:
1.) Pull up the family's tuition payment schedule 2.) Make a mental note of how many months they have been charged already and at which amount (for this example, I will say $100 for 5 months) 3.) Edit the tuition total to reflect the new amount 4.) Edit the payment schedule to reflect the new payment postings (for example, 5 payments, 1 month apart) 5.) Click the 'Go' button for the student (repeat steps 2-5 if there are other kids) 6.) Click the Post button if the first payment has already occurred *7.) In the Deposit Amount box, type in the total amount for what they were charged for the beginning part of the year as a negative number (for this example, it would be $-500) 8.) In the field to the left, remove the check number words and type in a note, something to the effect of 'Tuition charges for Aug-Dec' 9.) Click 'Submit' * = If you would like to make a Charge to the tuition account (instead of a negative deposit), you will need to leave Tuition Setup and return to the main Finance page. Once there, you will follow these steps: 1.) Select the family's name in the Select Parent drop down field at the top of the page 2.) Click the 'Show Balance/Log Transactions' button 3.) Once the page refreshes, you will have a column for the Tuition account and a row for charges. Where the column and row meet you can enter in the amount to be charged 4.) In the Withdrawal Source field, erase those words and type in a note, something to the effect of 'Tuition charges for Aug-Dec' 5.) Click the 'Submit this charge' button 6.) Click the 'Really Submit' button to complete the transaction |