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.

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

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

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Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.

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