Most payments can be adjusted or deleted to allow you to recover from mistakes in data entry. Already processed credit card payments are the exception, as they are known to be the actual amounts paid. It is possible to refund all or part of a credit card payment, however (see Refunds).
There are three common reasons to modify a payment which are shown below, along with the preferred way to handle them:
1 - Data Entry Error
An error was made when entering a cash or check payment:
1. Click on the modify link next to the payment on the Family AR page.
2. Then enter the correct amount, or select the “Delete this payment” checkbox.
2 - Imbalanced Account
The account is not in balance:
A message appears on the family AR page (also, if you view the Families list page, their "AR" link at the right will be red)
- Click the link next to the message to Modify Scheduled Payments.
- Skip to "adjusting payment schedules" below
3 - You would like to change the way payments are scheduled for a family
If you would like to change the way future payments are scheduled for a family:
- View the scheduled payments by selecting View Next in the selector above the transaction list, and
- Click on the modify link next to any scheduled payment (see adjusting payment schedules below).
Adjust Payment Schedule Page
Clicking on any of the modify links will take you to the Adjust Payment Schedule page where you can decide how the family AR balance which you may have just changed, matches the scheduled payments for them.
- Future payments are displayed here, and their amounts and dates can be edited.
- They can also be deleted using the X icons next to them.
- To replace the whole set of payments with an evenly split set of payments matching the family AR balance, use the middle section to specify the number of payments and click on Divide. You will then need to specify dates for the payments created.
- To just add payment(s) to those already scheduled, use the Add area at the bottom of the page.
- Before clicking on Apply Changes at the bottom of the page, ensure that the payments you have scheduled have valid dates, and add up to the family balance shown at the top right of the page.