Update a Registration's Balance
Accepting payment outside of FamilyID?
When payment is completed outside of FamilyID, the registration's balance will not automatically update. Only when completing payment through one of FamilyID's payment integrations (MySchoolBucks, PayPal, Stripe) will the registration's balance update.
However, you can now manually update a registration's balance via the PAYMENTS option in the dropdown.
First, locate the registration. From the
Programs tab, you can hover over the
Filled number and delve into a particular section. From the
People tab, you can search for the registrant. From the
Reports tab, you can view the report containing the registration you'd like to update.
All the way to the right of the registration, click the down-arrow next to the
View button and select
- Here, if the registration has a balance, you will see a blue Record Payment button.
Record Payment and input an amount equal to or less than the balance due. Click
The balance will now update and a record of who updated the balance, and when, will appear under
Payment Transactions in the
To remove a recorded payment, click the red '
trash can' icon next to the word '
completed' associated with the recorded payment. Select
Remove payment in the pop-up window to remove the recorded payment.