Applying Payments to Migrated Fees (Other Value in Account Summary)

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  Hover over Client Care and click on Enrollments Click on the Account Summary icon of the account you want to look at On the top right, below the search function you can see easy to access icons:  Email Statement: Use to email statement to client ...

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  In the top right-hand menu click on the magnifying glass icon to use Quick Search Type the client’s name Click the magnifying glass icon again Scroll down to the list of Leads/Clients and click the Account Summary icon Scroll down to the ACTIVE ...

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  Hover over Client Care and click on Enrollments Click on the Account Summary icon of the account you want  Scroll down to TRANSACTION SUMMARY and click on the Void Transaction Icon Document the reason to void the payment  Click Save. The TRANSACTION ...

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  Hover over Client Care and click on Enrollments Click on the Account Summary icon of the account you want Scroll down to ACTIVE ENROLLMENT, and click on the Add Payment Icon: In the Payment Type field, select Refund In the Payment Method field, ...