Make a Deposit (Surplus)

Classic View: Student Information > General > Fees

Search Terms: Fees 

Deposits create a surplus that can be applied to future fee assignments.

If the Autopay Fees with Surplus Balance option is set to 'Yes' in System Preferences, the surplus created by the deposit is automatically applied to any outstanding fees for that student.

Screenshot of the payment window in Make deposit

  1. Click the Make Deposit button.
    Result
    The Payment panel displays.
  2. Enter the amount of the deposit in the Payment Total field.
  3. Enter the Payment Date in mmddyyyy format.
  4. Select a Payment Method from the dropdown list. 
    • Cash
    • Check - enter a Check #
    • Record Credit/Debit Card - enter a Reference #
  5. Enter any Comments associated with the deposit.
  6. Click Make Deposit.
    Result
    The Surplus amount is updated and can be applied to an unpaid fee at any time.
    Screenshot of an updated surplus