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