Record balance does not update after adding payment

You may notice that after adding a payment to a record with not outstanding charges for the payment to apply to that the record balance does not update at the bottom of the record but instead stays at $0. The Available Payments/Credits section at the bottom of the Activity tab, however, does update. 

We are currently evaluating this issue and will update this article when we have more information.

1. Wait a full business day to see if the balances update

If they do not after a full business day, refer to the steps below:

Run the Cached Record Balances Plugin (would update multiple records): 

  1. In Plug-Ins, click Update Cached Record Balances 
  2. Mark the Run plug-in checkbox 
  3. Click Update  


Add a charge 

  1.  Add a new charge to the record.  Do not post this charge.  
  2. Delete the charge - this may refresh the record

Steps to Duplicate

1. Go to Records > Students > Open a student record 
2. Add a new payment > see that the record balance does not update


 Financial Edge

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