Allocating an overpayment
Additionally, using the filtering options via the Payments Register allows a user to search for overpayments.
Allocating an Overpayment
Overpayment credit can be allocated when parents are making (over the counter) payments:
1. Search for the student.
2. Locate and select the fee to be paid.
3. Select Actions and choose Receive a Payment.
4. Specify the amount of credit to apply from the total available credit (total includes overpayments and credit from cancelled fees).
The system automatically allocates credit from the oldest to the newest credit items.
If the user wants to allocate credit differently, they will need to locate that item in the Credits Register or Payments Register and allocate from there.
Overpayments can be allocated via the Contacts Register.
1. From the Finance module, select Registers and choose Contacts Register.
2. Alternatively, use the Payments Register to allocate an overpayment.
3. Using the filters, search for the Contact.
4. Select the Contact and Overpayments menu.
5. Select the dropdown next to Details, Allocate to Outstanding Fees. This will show all outstanding fees that could have the overpayment applied.
6. Enter the amount to be applied in the Allocate Amount.
7. Select Allocate. The overpayment amount has now been allocated to the fee.
Watch our video tutorials to learn more about Sentral Finance or view user and admin guides.