How do I update a student's financing amount?

Often a student will finance more tuition than they need due to receiving a scholarship or outside funds.

You have the ability to edit the student’s amount by opening the action center, e.g., the ellipsis menu within each table row or within the student details view, and clicking on “Edit financing details.”

  • Next to the original amounts listed in this modal, you will be able to enter the new amounts needed for tuition. Submitting this request sends a notification to our team, who will make the adjustments accordingly.
  • Please allow 1-3 business days for this update to be reflected on the student's account.

Note: If you do not see this option, the request should be submitted by a member of your team with the proper Portal permissions. 


Demonstration below:




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