When a line item is created for a student, it is prudent to see if any Payment in Advance amounts are available to apply to the new line item. This will help to keep the student's account up to date.
The buttons required to apply a Payment in Advance will only be available on the family members that have Payment in Advance amounts available, however you can pay a siblings line item without the need to transfer funds. If the Payment in Advance for a student is zero the required buttons will be greyed out.
TO PAY A LINE ITEM FROM PIA
1. Find the student using one of the search tools available. You need to go to the member of the family who has PIA amount available.
2. Click on the student Finance ($) icon
3. Click PAY FROM PIA
4. Enter the Amount of the payment and select the line item to be paid from the drop down list. This is displayed by clicking the Line Item field. The drop down list will show all amounts owing for all members of the family. Click TRANSFER.
5. This action will create a Transfer transaction record on the selected line item which will form the basis for the journals required to update your external accounting package.