How to manually record payments in First Class

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.