Payment received for Contract that has not been Submitted

Note: As of July 9, 2018, Blackbaud's School Management solutions (which include Core, onBoard, onCampus, onMessage, and onRecord) are utilizing a new top level navigation. This primarily affects users performing administrative tasks-constituent navigation for most parents, students, faculty, and alumni will remain the same.  
We appreciate your patience as we work to update our documentation. If you are seeing this message, the content of this solution is still being vetted for possible updates. Please refer to this mapping document if you need assistance finding a task in the new navigation.


When viewing the Reconcile Fees section a payment is showing but the Contract has not yet been Completed.  One parent has finished the contract but the second parent has not yet submitted
  1. In onBoard
  2. Go to Settings, Contract Forms
  3. Click the Edit option to view the form setup
  4. Locate the Section that contains the eSignature Block
  5. eSignatures (All signatures required) will be selected

Since all signatures are required the form will not be fully submitted until all parents have a chance to fill it out. The first parent that fills the form out will be able to submit the payment for the form and this will show up in the Reconcile Fees section. The remaining parent will not have to pay when reviewing the contract, they will just sign and submit.

Because this is the workflow it is not advised to use payment received information for contract submission.

Steps to Duplicate

  1. In onBoard
  2. Go to Process, Reconcile Fees
  3. A Payment is listed for a contract that has not been submitted

Environment

 onBoard

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