Record and Verify Payments

Complete the task

1. Choose the workflow

   Open View Details > Record Payment for a direct finance entry, or select Payment Verifications to review student evidence.

2. Review amount and allocation

   The amount is prefilled with the total due and can be changed for a partial payment. Allocation clears penalties first, then the oldest charge and category priority.

3. Add payment details

   Enter the method, reference, payment date, notes, and related documents. Uploaded files receive system-generated names.

4. Review submitted evidence

   Open evidence details, compare the claimed payment with institutional bank records, and either verify or reject with a reason.

5. Complete security verification

   For sensitive verification or direct posting, re-enter the current password and complete any configured verification-code step.

6. Download the receipt

   After verification, Finance and the student can download the system-generated payment confirmation PDF.