Payments Management

Overview

Access this section via Programs → Payments in the panel menu on the left.

The Payments page allows administrative staff to view and manage program payments. It enables admin to:

• View a list of payments
• Edit payment information
• Manually change payment statuses
• Add payment records manually

⚠️ School management will recieve email notifications about each completed program payment.

Payments have the following statuses: Draft, Pending, Paid, Error, Cancelled, Refund, Deleted.

Status	Description
Draft	Created manually, not finalized. Editable and deletable.
Pending	Created manually or by subscription, finalized. Payment expected. Attempts can be made until marked Paid, Uncollectible, or Voided.
Paid	Fully paid by the customer or moved manually to Paid. Only Paid payments can be moved to Refund.
Error	Payment unlikely to be collected due to repeated failures or issues.
Cancelled	Subscription canceled; payment will not be collected.
Refund	Indicates intention to refund
Deleted	Soft-deleted. Only Draft payments can be deleted.

Adding New Payment

1. Navigate to Programs->Payments.
2. Click the "Add" button in the top right corner of the page.

3. Fill in the following fields:
   - School;
   - Term/session;
   - Section;
   - Student;
   - Description (notes about the payment);
   - Amount;
   - Due Date.

4. Click "Submit".

After manually adding a new payment, it switches to the "Draft" status. Admin can further change this status to Pending by clicking the blue context menu button to the right of the specific payment record. The Pending payment can be further switched to "Paid" or "Cancelled" status.