SourceNow Transportation - logging cash/ check payments in portal
Laura DiNitto
|
17 steps
|
2 minutes
Cdlpowersuite
Avionte
1
Navigate to <https://app.cdlpowersuite.com/login>
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Click on submitted apps under students
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Click on the students name to add credit IF THE STUDENT PAID WITH CASH OR A CHECK
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Click on Class/Financial Info
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Scroll down and click add credit
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Under amount type the total amount paid by the student
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Click description and type "cash payment" or "check payment''
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Click "Save"
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Under non- tuition fees charged , delete the additional transaction fee
Alert! ONLY DELETE THE ADDITIONAL TRANSACTION IF THE STUDENT IS PAYING WITH CASH OR A CHECK. THIS FEE IS A CREDIT CARD PROCESSING FEE
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Click "OK"
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Click the tab "file uploads"
Tip! Under file uploads, you'll find any files uploaded by the student or admin
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Scroll down to payment receipt
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Click on the upload section to the right
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Select the payment receipt from your files
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Click "Open"
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Once uploaded a green check mark will appear next to payment receipt
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Click "Close"
