Custom Allocating a Payment Processed Through Smart

  1. Pull up the family's main landing page
  2. Hover over the blue tab on the left-hand side and select View Payment History
  3. Select Edit Payment Allocation for the payment you'd like to adjust
  4. Ensure that the Unassign button is in green then click Submit
  5. The system will ask if you're sure, click on the orange check mark
  6. Click Edit Payment Allocation
  7. Click Custom
  8. Select the billing item or items you'd like to allocate funds to
  9. Select how you would like to apply the payment
  • Spread Into Current Or Next Billing Months: will apply as much of the payment as possible to the current month and will rollover the excess amounts into the following months.

  • Spread Evenly Across All Available Months: will front-load the billing item(s). In other words, it will divide the payment evenly, subtract it from all months and add that amount into the current month.

  • Apply to Specific Months: will allow you to select the amount to be allocated to specific months.

  1. Click Submit
  2. The system will ask if you're sure; click on the orange check mark

Custom Allocating when applying an In-School Payment

  1. Pull up the family's main landing page
  2. Hover over the blue tab on the left-hand side > Select Add A Payment
  3. Click method of payment made by family (cash, check, etc.) Feel free to include any additional necessary information in the Payment Description
  4. Type in payment amount in the Payment Amount cell
  5. Click on Custom Allocation
  6. Repeat the above steps