Adding a Payment Period to a Student Record

To add a payment period to a student record, complete the following steps:

  1. Search for and select the student record to which you want to add the payment period.
  2. Expand the Academic Profile options in the left navigation menu and select Academic Years & Payment Periods.
  1. Select the appropriate academic year from the Academic Year dropdown list.
  2. Expand the Tools menu and select + Add New Payment Period to open the Available Payment Periods modal.
  3. Select the Available Payment Periods field to see a list of payment periods available for assignment and select the one you want to assign to this student record.

    To narrow down your options in the list, you can also begin typing the name of the payment period you're looking for.

Select Add Payment Period.

A success message is displayed in the upper right portion of the page letting you know the payment period has been added to the student record.

Note: You may need to scroll down to see the details of the payment period you just added.

  1. Enter the student's basic enrollment information for the payment period.

    Payment period for Fall 2021 with the enrollment details filled in

  2. Update the fields in the General Information section as necessary.

    Many of these field values are set in the System Administration module but can be updated manually on a student-by-student basis.

  3. Enter the hours and weeks the student has completed for the payment period in the Completion Information section.

    If necessary, update the Scheduled Hours and Scheduled Weeks fields as well if they differ from what was set for the payment period in the System Administration module.

  4. Select Save. A success message will appear letting you know the payment period has been updated on the student record.