How to Edit Payment Dates in First Class

How to Edit Payment Dates in First Class

This article explains how to edit payment dates in First Class.

This process involves accessing the payment records, modifying the date of payment, and saving the changes. This feature is useful for correcting payment date errors or adjusting records.

Here are the steps on How to Edit Payment Dates (First Option)

Step 1 - Under the Lists menu, go to the All Student or Parent section in the system.

Step 2 - Search for the Student or Parent.  

Use the search bar to locate the student or parent whose payment date you wish to edit.

Step 3 - Click on the student or parent's name to open their profile then go to the Ledger Tab to view payment records.

Step 4 - Locate the payment entry you want to edit.

Step 5 -  In the Date column, click the pencil icon next to the current payment date.

Select the desired new date from the calendar.

Step 6 - Click the check icon to save the updated payment date.

Step 7 - Once saved, the payment date will automatically update in the invoice.

Here are the steps on How to Edit Payment Dates (Second Option)

Step 1 - Go to Payment List - Payment Summary 2

Step 2 - You can modify the Student Enrolled Date if needed.

Optional: You may also add or adjust fields like Date Paid, Payment Status, Payment Type, etc.

Step 3 - Enter the Invoice Number in the search bar.

Step 4 - Click the Apply Filter button to locate the specific invoice.

Step 5 - In the Date column, click the pencil icon next to the current payment date.

Select the desired new date from the calendar.

Step 6 - Click the check icon to save the updated payment date.

Step 7 - Once saved, the payment date will automatically update in the invoice.