Version: current

Add Funds to Student Tab Amount

Updating Tab Amount From Student Details Screen

To update Tab Amount open Student Details screen:

  1. Click on the green edit button next to the tab amount.

    Note: this button is not visible unless you have permission to edit tabs.

Update tab from student panel

  1. A new screen will prompt you to fill in the tab amount and justification.

Tab update justification

  1. Enter the new amount and justification.

  2. Click Update.

Updating a Tab From the Instant Sales Panel

Click +Tab next to the student's name.

Dashboard add to tab

This will bring you to a pop-up screen prompting you to add the amount and payment method. The tab amount will be updated automatically in the Final Tab Amount field.

Add fund to tab

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