How to manually record payments in First Class

This article provides instructions on how to make multiple payments / manually record payments through the Ledger tab. 

It walks you through the process of selecting multiple outstanding balances, choosing a payment method, and completing transactions, all within the Ledger section of First Class.

Here are the steps to make multiple payments in the Ledger tab:

Step 1 - Search for the student and access the Ledger tab. 

Step 2 - On the Ledger tab, view the outstanding invoices.
 

Step 3 - Select an Invoice and click the Pay button next to any invoice you wish to pay.

  Step 4 - The

"Record a Payment" screen will appear, displaying all of the student’s outstanding invoices.
 

Choose Invoices to Pay

• Select the invoices you wish to pay by ticking the boxes.
• Untick any invoices you do not want to pay at this time.

Step 5 - Choose your preferred Payment Type (e.g., credit card, bank transfer) and click Pay.
 

Step 6 - Payment Confirmation - A pop-up message will confirm that the payment has been successfully saved.
 

Step 7 - The ledger will update automatically, changing the status of the paid invoices to "Paid" along 

with today’s date.
 

Tips

Can I update or back date a payment date to reflect when a payment was taken?

Yes, on the ledger, you can update the date a payment was taken by clicking the edit pencil symbol next to the date of the payment line item.