Payment Preset

The Payment Preset feature streamlines fee management by enabling admissions teams to create standardized payment templates for various academic periods and special requirements. These presets serve as efficient templates that can be quickly applied when generating billing statements or transaction records, ensuring accurate and consistent fee structures across all student accounts.

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Create Payment Preset

1. Navigate to Admission Pro on top navigation bar.
2. Swith to the Financial tab.
3. Click on Preset in the Payment column.

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Modify Payment Preset

1. Navigate to Admission Pro on top navigation bar.
2. Swith to the Financial tab.
3. Click on Preset in the Payment column.
4. Click on the payment preset name which you want to edit.
5. Make necessary changes.
6. Click on Save.

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Delete Payment Preset

1. Navigate to Admission Pro on top navigation bar.
2. Swith to the Financial tab.
3. Click on Preset in the Payment column.
4. Click the three-line menu at the end of the budget code row
5. Select Delete from the dropdown menu
6. A confirmation dialog will appear - review the information carefully
7. Enter the preset name and click Confirm to permanently delete the budget code