Custom Allocating a Payment Processed Through Smart

  1. Pull up the family's main landing page.
  2. Hover over the blue tab on the left hand side > select View Payment History
  3. On the right hand side of each payment will be a button that says "Edit Payment Allocation"
  4. Click on Edit Payment Allocation for the payment you'd like to adjust
  5. Ensure that the Unassign button is in green then click Submit
  6. The system will ask if you're sure click on the orange check mark.
  7. Click on Edit Payment Allocation
  8. Click on Custom
  9. Select the billing item or items you'd like to allocate funds to.
  10. Select how you would like to apply the payment
    • Spread Into Current Or Next Billing Months: will apply as much of the payment as possible to the current month and will rollover the excess amounts into the following months.
    • Spread Evenly Across All Available Months: will front-load the billing item(s). In other words it will divide the payment evenly, subtract it from all months and add that amount into the current month.
    • Apply to Specific Months: will allow you to select the amount to be allocated to specific months.
  11. Click Submit
  12. The system will ask if you're sure click on the orange check mark.

Custom Allocating an In-School Payment

  1. Pull up the family's main landing page
  2. Hover over the blue tab on the left hand side > Select Add A Payment
  3. Click method of payment made by family (cash, check, etc.) Feel free to include any additional necessary information in the Payment Description.
  4. Type in payment amount in the Payment Amount cell.
  5. Click on Custom Allocation
  6. Follow Steps 9-12 on the above