Payments Management
Overview
Access this section via Programs → Payments in the panel menu on the left.
The Payments page allows administrative staff to view and manage program payments. It enables admin to:
- View a list of payments
- Edit payment information
- Manually change payment statuses
- Add payment records manually
⚠️ School management will recieve email notifications about each completed program payment.
Payments have the following statuses: Draft, Pending, Paid, Error, Cancelled, Refund, Deleted.
| Status | Description |
|---|---|
| Draft | Created manually, not finalized. Editable and deletable. |
| Pending | Created manually or by subscription, finalized. Payment expected. Attempts can be made until marked Paid, Uncollectible, or Voided. |
| Paid | Fully paid by the customer or moved manually to Paid. Only Paid payments can be moved to Refund. |
| Error | Payment unlikely to be collected due to repeated failures or issues. |
| Cancelled | Subscription canceled; payment will not be collected. |
| Refund | Indicates intention to refund |
| Deleted | Soft-deleted. Only Draft payments can be deleted. |
Adding New Payment
- Navigate to Programs->Payments.
- Click the "Add" button in the top right corner of the page.
-
Fill in the following fields:
- School;
- Term/session;
- Section;
- Student;
- Description (notes about the payment);
- Amount;
- Due Date. -
Click "Submit".
After manually adding a new payment, it switches to the "Draft" status. Admin can further change this status to Pending by clicking the blue context menu button to the right of the specific payment record. The Pending payment can be further switched to "Paid" or "Cancelled" status.