A “Contract Number” [Image Modified] needs to be selected to assign the student to the contract.

Click on the magnifying glass [Image Modified].  Find and click the Deferment (Payment Plan) you just created.

When all the fields are filled out click the “Add” [Image Modified] button.

Nothing needs to be filled out on the “Payment Plan 1” page (tab).  Click the “Payment Plan 2” page (tab). Image Modified

Click on the “View All” link [Image Modified] in the “Transaction Details” section to view all the student’s existing charges.

Select the charges that are going to be deferred.  Click in each box [Image Modified] that applies so that a checkmark appears [Image Modified].

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Note: After clicking the “Calculate” button:

1) The “Amount” field will automatically populate with the total deferred amount.  (Verify that the “Amount”  field matches the total amount that needs to be deferred on the paperwork).

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Note: After clicking the “Post” button, the “Post” button will grey out again.

Under the Transaction Details section:

1) The Check Mark Box [Image Modified] column will automatically populate with a value of “Paid”.

2) The “Balance” column will zero out, displaying “0.00”.

3) In the “Reverse” column, blank boxes [Image Modified] will appear, allowing you the option to reverse any of the charges (if you’ve made a mistake).  To Reverse: Click the box so that a checkmark appears, then recalculate.

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Go to “View Customer Accounts” to confirm the deferment posted to the student’s account correctly.

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