Adjust the distribution of a payment

When you make a payment in Aspen, it is automatically applied to the oldest fee in the system. After the payment has been recorded, it is possible to apply the payment towards a different fee.

To adjust the distribution of a payment:

1. Log on to the District or School view.
2. Do one of the following:
• In the District view: Click the District tab, Cashier's Office side-tab, then Payments.
• In the School view: Click the School tab, Cashier's Office side-tab, then Payments.

3. Search for and select the checkbox next to the payment you want to adjust the distribution of.

Note: If you do not see the payment you want, click and select All Records.

4. Under Payments, click Details. The payment information appears:

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Note: Make note of the payment amount you want to adjust.

5. In the "Payment distribution" section, identify the particular fee you want to remove payment from. Change the Amount in that row to the desired total.
6. In the row(s) of the fee(s) you want to add payment to, change the Amount to add up to the total you removed. For example, you might remove a $100 payment from an art supplies fee and add a $100 payment to a Drama Club fee.

Note: The amount that you remove must equal the amount that you add, or an error will appear.

7. Click Save.