Take a card payment
What you'll do
You will collect a payment three ways: charging a card at the front desk, sending the family a payment link, and taking a guest payment from someone who is not on the account.
Charge at the desk
Open the student's Payments tab and choose Take payment. Enter the amount and the card details. The charge posts to the student record immediately with a receipt emailed to the family.
Send a payment link
Choose Send payment link instead and the family gets a text or email with a secure checkout for the exact balance. When they pay, the record updates on its own.
Guest payments
Anyone with the link can pay, no account needed. Grandparents, employers, and caseworkers use this constantly. The payment still lands on the right student with a clean receipt and shows who paid.
Cash and checks
Record cash or a check on the same tab so the balance stays accurate. Every entry is stamped with the staff member who recorded it.
Tip
For split family payments, send the same link to both payers. Each payment posts as its own transaction against the balance.
Keep going
Next guide: payment plans and balance locks
Related guides
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