The Payments > Third Party Refund Allocation screen is where users are able to associate the refund that has been setup with a specific balance on a child/family account.
The mass change payments process updates multiple payments entered into the system at once. This is frequently used to update the deposit date, check number, payment type, period number or adding not
The Payments Outstanding screen will display amounts owed by families within the system. Use search criteria to display related families. Statement and Reminder emails can be sent from this page,
The Payments > Online/POS Payments screen allows users to pull a report that displays gateway (ACH or Credit Card payments) that have been processed through the system.
The Payments > Family Payment screen allows users to pull different versions of year end tax statements. This is most useful if a site will be printing off and mailing or distributing tax statements
After a third party payment has been posted in the system, exports and imports can be used to reconcile balances to specific children's third party totals.