Removing Fees from a Payment Plan
Individual items can be removed from a payment plan if required. Typically, fees should only be removed from a payment plan if the parent is making a full payment for that fee or the...
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Remove a Payment Plan After Payments are Made
Payment plans function like no interest loans. When a plan is added to an account, applicable school fees are considered paid and payment plan installments are setup with corresponding negative paid amounts. To remove...
Remove a Payment Plan Before Payments are Made
Payment plans function like no interest loans. When a plan is added to an account, applicable school fees are considered paid and payment plan installments are setup with corresponding negative paid amounts. To remove...
Making a Payment
Accepting a Payment to a Student Account will put the funds into the correct GL Accounts and will mark the Fee as paid.Student Center > Find Students > Double-Click Student > Record Payment
Finding and Viewing a Student Account
Main Console > Student Center > Find Student > Double-Click Student From the Main Console: Select Student Center. Click the Find Student menu item from the side bar menu to open the Find Student...
Editing a Student Fee Assessment
Bookkeepers may need to use the Edit Fee function to adjust fines. The function can also be used if a user would like to zero out a fee but leave the line item on...
Closing a User-Initiated Batch
From time to time, all Batches should be closed.Closing a Batch stops all transactions within the Batch and prevents more transactions from being allocated to it.
Viewing the Entry Details of a Batch
Batch Center > Batches > Select Specific Batch > View From Batches: Select the specific Batch from the list of Batches. Click the ‘View’ menu item from the side bar menu to open the...
Viewing a List of All Batches
The default setting in the ‘Batches’ window is to display a list of all Open Batches. However, the user can also view all Closed Batches or All Batches.Open Batches are denoted by ‘O’ after...
Creating a Batch
Bookkeepers need to have open batches in Acorn before recording payments, refunds, or NSF fees.