When you review a student's billing account you may see many transaction types that are either under process, complete, or cancelled. This article will define those process types and statuses.

Go to Billing --> Family Account and click on a student's name to view their entire billing history. Newest transactions are at the top. You can see the type (defined below) along with the status.

Status:

  • Sent: this will show when an invoice has been created
  • Success: this status indicates the transaction (payment, refund or credit) has been successfully processed
  • Cancelled: this status will display when the transaction (payment, invoice, or credit) has been cancelled (initiated by your school)
  • In Process: Credit card or ACH payments will show this status while they are processing (timelines listed below)
  • Failed: This will show when a credit card or ACH payment has failed

Types: 

1. Online payment types (learn more here):

  • Credit Card: the parent has set up to pay online with their credit card
  • ACH: the parent has set up to pay online with a bank account transfer

2. Manual payment types (learn more here):

  • Cash: the school has manually recorded the parent payment as Cash
  • Check: the school has manually recorded the parent payment as Check
  • Other: the school has manually recorded the parent payment as Other (ex: from another online payment method)

3. School initiated transaction types:

Invoice: this is the bill that is sent to the parent. Invoices can be created using recurring plans or manual invoices.

Refund: This is issued directly by the school. If the payment was made online the refund will be returned to the credit card or bank account. Check/cash payments need to be refunded manually.

Credit: This is issued directly by the school. Credits show as a positive balance on the parent's account (used frequently for crediting excused absences).

Transaction timelines:

Credit card payments take 1 - 2 business days to process
ACH (bank account transfers) can take up to 4 business days

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