How to take payment for a contract before the contract is completed by the parent.

The Contract Forms are able to take deposit payments online using a credit card. If a parent sends a paper check into the school to cover the deposit the contract will still prompt the user for payment if no changes to the system are made.
  1. In onBoard, use the People Finder to find the record for the desired student.
  2. On the Contracts tab, click the pencil icon to edit the contract.
  3. Enter the amount of the deposit check in the Deposit Received Amount field, this amount should match the Deposit Amount Due value.
  4. When the contract is reviewed it will now skip the payment section because the payment has been satisfied.

Environment

 onBoard

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