How to archive a live payment item

Once a payment item has expired and you have finished collecting funds and reporting on it, you may archive it. See below on how to archive a live payment item:

  1. Select Payment items > View other payment items.
  2. Locate the payment item you wish to archive and select it by clicking on it.
  3. From the Summary screen, select Archive this payment item. payment_item.PNG

Note: Schools are unable to archive a meal/event type payment item such as dinner money or a breakfast club. You will need to contact our service desk if you want to archive this type of payment item.