Payment and credit field reference

Payment and credit field reference

Payment and credit field reference

Payment fields (Payments page)

Field Meaning
Date When the payment was recorded (recorded_at, falling back to created_at).
Student Student name and email.
Amount Payment amount, in the payment currency.
Invoice Link to the related invoice (first 8 chars of the invoice ID, uppercased).
Method See the method table below.
Status See the status table below.
refunded_at When refunded, if at all.
refund_amount Refunded amount, if any.
Notes Free-text notes.

Payment methods

These are manual-entry methods (cash, check, wire, other):

method Label
cash Cash
check Check
wire Wire Transfer
other Other

Payment statuses

status Label
completed Completed
processing Processing
failed Failed
refunded Refunded
paid Treated as Completed (legacy fallback)

A payment is refundable only when completed (or legacy paid) and not already refunded. See [[invoicing-refund-payment]].

Credit transaction kinds (Credit History drawer)

kind Label
deposit Deposit
applied_to_invoice Applied to Invoice
refund Refund
manual_adjust Manual Adjustment

Each credit transaction also carries amount_cents (signed — negative means deduction), balance_after_cents, notes, created_at, created_by_name, and an optional invoice_id link.

Student balance fields (Student Balances page)

Field Meaning
Outstanding Total open balance (outstanding_amount), with open_invoice_count shown below.
Overdue Overdue portion (overdue_amount).
Prepaid Credits Credit balance (balance_cents) from the credits list; opens the history drawer.
Last Payment last_payment_date and last_payment_amount.
Last Invoice last_invoice_date.

Related

  • Invoice-level fields — see [[invoicing-invoice-field-reference]].
  • Managing credits — see [[invoicing-student-balances-and-credits]].

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