Pearspark
Start free
All videos
AdminsBilling

Match a program deposit to the right student and invoice

A 60-second screen recording of a real school doing exactly this — and the same 8 steps written out below, in the labels you'll see on screen.

Watch on YouTube

How to match a program deposit to the right student and invoice

  1. 1Click Billing under Administration in the sidebar
  2. 2Click the Program deposits tab
  3. 3Read the summary line — how much is not yet recorded, across how many deposits
  4. 4Note that deposits arriving without a recognizable student name are still listed
  5. 5Open the deposit whose metadata names a scholarship student — the student is pre-picked
  6. 6Choose the invoice, or Scholarship credited upfront — no invoice
  7. 7Leave the pre-filled amount (or split it) and click Record payment
  8. 8The fully recorded deposit drops off and the summary re-totals

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

All 27 videos in this group About this feature

Next in this group

Reconcile ClassWallet payments from the vendor reportAdmins
Track what the scholarship program still owes youAdmins
Export the ESA tuition worksheetAdmins
Work through the ESA compliance checklistAdmins

Do it in your own school

Everything in this video is in every plan. Your first 30 days are free — no setup fee, no sales call.

Start your 30-day free trialBrowse all videosSubscribe on YouTube