Lessons: Enter check payment / Pay & Approve

SwimOffice Admin - Super User or Lesson Admin - Full Access

There are several places you can enter a check payment.

  • Go to Lessons Admin.
    1. Chameleon users: In the side menu click Team Admin > Lesson Admin.
    2. New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
  • in the side menu, and then one of the following tabs.

    Lessons payment tabs

    Classes tab

    1. Use filters and Search for a class if needed.
    2. Click Manage to the right of the desired class.

    Students tab

    1. Use filters and Search for a student if needed.
    2. Click Manage to the right of the desired student.

    Heat Map tab

    1. Use filters and Search for a class.
    2. Click Manage under the desired class.

    Acnts/Revenue tab

    1. Use filters and Search for an account if needed.
    2. If there is a balance in the Charge/Credit column, see Pay an additional charge for instructions.
    3. Click the name of the desired account.

    Any of those routes will bring up a screen where you can click Pay & Approve for a One Time Charge, or Pay by Check for a Monthly Charge.

    Table to enter check payments

    Pay a one time charge

    1. Click Pay & Approve in the Payment Method column.
    2. If there is a credit on file, you can Check this box to apply it toward the balance.



    3. Enter the Check #. If you applied a credit and it covered the entire amount, type Credit or whatever makes sense to you.
    4. Click Pay NOW and OK to confirm.
    5. As the Note indicates, if the student was on a Wait List they will be removed from it and entered into the class.

    Pay a monthly charge

    1. Click Pay by Check in the Monthly Charge column.
    2. From here you can either enter a credit card or check payment.

      Payment type selection

    3. If the family wants to pay by credit card instead of check, leave Payment Type as Credit Card.
      1. Click Add/Select Card.
      2. Select an existing valid card or click Add New Card, and fill in the details.
      3. Click Save.
    4. If you change Payment Type to Check, enter the Check #.

      Check selection to pay monthly charge
    5. In both cases, click Pay NOW and OK to confirm.

    __________
    See Also
    Enter or add a payment
    Record a payment by check in a registration

    Lessons

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    34. How do lesson sessions work?
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    36. Lessons - Admins placing new students into a full class or onto a waitlist (override the slot limit)
    37. Lessons - Search returns a maximum 500 classes error
    38. Lesson - Can I hide the instructor tab?
    39. Lessons: Enter check payment / Pay & Approve
    40. Lesson - Email
    41. Lesson - How do I add an Instructor?
    42. Lesson - Creating Classes with No Times
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    52. Lessons - How Family Fee works in Class setup
    53. Lessons: View Account and Student info on swim team side
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    59. Lessons - How do I delete a Class?
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    80. Lessons: Clone a class
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    82. Lessons - Creating a multi-swimmer dollar discount
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    84. Lessons: How do I export a report that shows the medical notes?
    85. Lessons: Manually register student(s)
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    88. Lessons: See who paid by check and credit card
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    99. Lessons: Change Payment Type for monthly classes
    100. Optionally send receipt email when you manually add or move a student
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    114. Lessons: Why didn't an additional credit/charge apply to lessons account at checkout?
    115. Lessons: Pay an additional charge
    116. Lessons: Apply a credit to a Pay by Check charge
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    119. Lessons: Move a student to a different class
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