Payments

1. Assign a date to the transaction.
2. Choose a payment schedule. CampSite will apply the payment towards the balance of that schedule.
3. Choose a payment method.
   • Choosing 'credit card' or 'checking account' will transact this payment via your payment gateway using the saved credit card/bank account that you also select.
   • Choosing a non-electronic method (i.e. anything other than 'credit card' or 'checking account') will only record this payment in CampSite, but will not transact funds via your gateway.
4. Type the amount of the payment.

Every transaction in CampSite must be assigned to at least one of your transaction categories, for financial reporting purposes. In the "Category breakdown" section, assign which transaction category (or categories) this payment is assigned to.

Note: The transaction categories selected should correspond with the categories assigned to the charges that the family is paying for. For example, if the family is paying for charges assigned to "Tuition" and "Extended Care" categories, then their payment should be assigned to those 2 categories as well. Selecting categories for the payment, that are not affiliated with the family's charges, will lead to skewed financial reports.

You can reference the family's charge categories from the lefthand side of their Transactions tab. If needed, you can move the 'new payment' window out of the way by clicking and dragging the title bar around your screen.

1. Select one of your transaction categories
2. Enter the amount of payment to allocate to this category * 
3. Optional: Add a description ** 
4. Click to add another category breakdown (if you wish to allocate the payment to more than one category)
5. Double click to delete a category breakdown if needed
6. Reference the remaining amount of the overall payment that still needs to be allocated to a transaction category. This must read $0.00 when you're finished.

* The amount(s) allocated must add up to the total payment amount.
** Descriptions will show to parents on their statement, and can also be useful to admins when running financial reports.

Next, you must specify how the payment should be allocated towards the family's invoices (for their payment schedule).

Once an invoice is generated and sent to a family, the invoice will show an "amount due." Apply the payment to a particular invoice by allocating the payment as needed within the "Invoice breakdown" section.

1. View a list of all invoices that are currently open OR upcoming (for the payment schedule selected in the Payment details section for the payment).
2. Allocate the payment towards an invoice (by typing the amount into the corresponding box).
   • You cannot allocate payment towards an invoice that does not have an amount due (per the "Amount due" column).
   • If applicable, you can allocate portions of the payment across multiple invoices/"no invoice" in particular.
3. See the amount due for each invoice.
4. By allocating a portion (or all) of the payment towards "No invoice" in particular (e.g. if no invoices have an "Amount due"), the payment will be evenly distributed and applied across all of the invoices listed in the Invoice Breakdown section.

1. Optional: Select to have CampSite automatically email the family an updated financial statement (which will include this new payment) as soon as the payment is submitted
2. Click Submit to create the payment in CampSite

If you selected "Credit card" or "checking account" as the payment method, Campsite will send the transaction to your payment gateway as soon as you click submit. Your payment gateway processes all transactions sent from CampSite in batch, once a day. To determine exactly when your payment gateway will start processing the transactions you submit via CampSite today, please contact your gateway directly.