To move a payment using fees and discounts, first you will apply a fee to the account with the payment:
- Select the school year the payment was applied
- Click on Manage Fees and Discounts
- Review your fees for an appropriate fee name - ex. Payment Transfer. If you do not have a fee for this, see Creating a Fee
- Locate the family's account
- Review for the amount of the payment to be transfer
- Hover over the blue box with a white arrow on the left of the page
- Click on More Options
- Select Apply Fees & Discounts
- Select the fee
- Enter the amount
- Enter a reason for adding the fee
- Click on the month the fee will be added - current or future month only
- Click Apply
- Select the year in which the payment should have been applied
- Review your discounts for an appropriate discount - ex. Payment Transfer. If you do not have a discount for this, see Create a Discount.
- Locate the family's account
- Hover over the blue box with a white arrow on the left of the page
- Click on More Options
- Select Apply Fees & Discounts
- Select the discount name
- Enter the amount
- Enter a reason for adding the discount
- Click on the month the discount will be added - current or future month only
- Click Apply