Add payments by student

Julia Meseck

Hi everyone!

This feature can save you all a lot of time and clicks. As we were doing discovery for adding payments in bulk (via a grid and spreadsheet), we heard from users that they weren’t able to use Recent payments > Add a payment because it was payer based. Instead, they were going to People finder and searching for the student (often times by Student ID) and adding the payment on the Activity tile. That’s a lot of clicks! ?

So last week, we released a new way to add payments. On the Recent payments tab > Add payment, you’ll find the new Add payment by student form:

Here, you can search for a student by student ID or student name and enter the payment details as you normally would. You are also able to Save & add another! ?

We hope you enjoy this new way to add payments!

- Julia