Good Afternoon,

If any other school is using the Advanced Deposit function, I would be interested to know when the registration/down payment charge is applied to the student activity tab.  

My understanding is that when a registration fee payment (due March 17) is received, I am to add the payment to the student activity tab as an advanced deposit.  The payment, which will show on the activity tab, will not be reflected in the balance until I add it as a credit in the new school year (July).   However, I am not certain when the charge should be applied to the activity tab - March (due that month) or July (new fiscal year) when the credit is applied?    

We are planning on auto-generating the Tuition Refund Plan premium charge this September.  Last September, were we unable to generate the correct premiums as we added the registration as a regular charge last March and therefore were unable to include it as part of that year's tuition.

Thank you, 

Tamara Phillips

Trinity College School

And your concern? Regarding your plan, do so if you think that will benefits you and your students. And if you think that would be more easier for you.