WEBVTT

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In this video you will learn to review a

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payment problem without confusing a reservation with money received.

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We will inspect fictional saved orders.

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No real payment service is connected to this training

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copy. Your first job is to understand what the

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school record actually says before deciding what happens next.

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Step one. Choose Revenue and video.

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This area combines payment reviews with learning access and

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video review. A reserved seat can be waiting for

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payment or another school decision.

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Do not activate access just because the family has

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a reservation. Start by finding the saved payment record

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and its reference.

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Step two. Find Family PayPal collections and click Refresh

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collection records. Read the amount, currency, status, and order

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reference together. Paid, pending, and failed describe different outcomes.

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Refreshing this list reads the school records.

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It does not collect money, issue a refund, or

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make a pending order paid.

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Step three. Find the failed order and note the

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family, amount, and status for the finance reviewer.

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Failed or pending is not proof of payment.

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Report the problem through the school's agreed channel.

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You do not need to reconcile the payment service

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yourself.

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Step four. Find Monthly billing needing review and click

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Refresh billing reviews. This list shows unresolved requests for

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payment agreements or collections.

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Read the learner, course, and reason for review.

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Do not ask a family to pay again while

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an earlier payment or agreement remains uncertain.

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That could cause a duplicate payment.

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You can now identify a payment that needs attention

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and report it clearly.

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Next time, open Revenue and video, then Family PayPal

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collections. Click Refresh collection records.

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Give the finance reviewer the family, amount, status, and

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what happened. Avoid asking for another payment while the

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first is uncertain.