Understanding the Sales section
Last updated: May 6, 2026
Sales section list view: Sales ID, Student, Providers, Assigned To, Payment Status (No Payment/Partial/Paid), File Status (No Requests/Pending), Created Date. Click Sale to view profile. Check + Delete to remove.
How to access
Sales in the left side menu.
Columns shown
Payment Status values
- No Payment. No payments made.
- Partially Paid. Some payments made, others pending.
- Paid. Fully paid.
File Status values
- No requests. Zero file requests.
- Pending. Some files requested, student hasn't uploaded yet.
View a Sale
Click a Sale in the list to open the Sale profile.
Delete a Sale
Check the checkbox next to the Sale and click Delete.