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Adding a charge or recording a payment by hand

For owners & finance staff · Updated September 30, 2026

For fees, books, or payments taken outside Square.

Tuition posts itself when a student is accepted, and Square payments reconcile themselves. Anything else — a lab fee, a book charge, a check, a cash payment — is entered from the student file.

Add a charge

  1. Open the student’s file and go to Ledger.
  2. Click Add charge. Enter the type, description, amount, and due date.
  3. Save. The balance and status update immediately.

Record a payment

  1. From the same Ledger tab, click Record payment.
  2. Enter the amount and how it was paid.
  3. Save. The payment is timestamped and logged with who entered it.
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