How do I unallocate a payment?

Users can unallocate payments from previously allocated payments. This can be useful when making an adjustment to billing after a payment has already been allocated to fees, tuition and or discounts. When payments are unallocated, the amounts will move to being unapplied until they are reallocated (either custom or default).
Unallocating a posted payment 
  1. Once on the family's account hover over the Blue tab with the white arrow
  2. Select the View Payment History tab
  3. Locate the payment to be adjusted and Click Edit Payment Allocation
  4. Confirm the Un-Assign button is green and click Submit
  5. A yellow text will appear to confirm the change of allocation, click the check mark
After unallocating the payment, you can chose to custom allocate the payment to specific fees. How do I custom allocate a payment?

Steps to Duplicate


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