Editing Future Payments & Payment Credits From the Payment Report

If you are looking to edit a recurring tuition payment in the future (reducing it or charging more), we make it easy from the payments report!

To update the amount owed, follow these steps:

1. Navigate to the payments report.

2. Use the search function to find the student's name.

3. Look for payments that are scheduled for the future (found in the "payment time" drop-down menu).

4. Make sure the end date is also in the future.

5. Edit the amount owed as needed.

Remember to save your changes and include a note explaining why the payment amount is different.

• Once you've edited the amount, click "save":

• Make a note to explain why the payment is different: