Some situations may lead to the need to adjust installments and/or payments for a request. A variety of common solutions are referenced here, but we encourage you to discuss further with the Client Success Team if needed.
A specific situation may require more than one solution listed below. For example, if an installment for an award needs to be canceled, and you need to indicate that the payments were returned (Cancel Part of an Installment/Installment with Payments and Credit a Payment).
If you utilize the integration with CommunitySuite, adjustments to installments and payments should be handled within CommunitySuite (not within GLM/SLM). The exception is for scholarships that have Post by Payment selected in CommunitySuite.
There are additional considerations if you are refunding a grant synced between CommunitySuite and GLM. In that scenario, please use the Refund a Grant CommunitySuite article.
Options for Adjusting Installments and Payments
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Keep the Amount Awarded the same, but indicate that part/all of the award will not be paid.
- Cancel an Installment
- This is the appropriate action if you want to keep the original Amount Awarded, while indicating that the award (or part of the award) will no longer be paid.
- Cancel Part of an Installment/Installment with Payments
- See above - this article explains how to cancel part of an installment, and how to cancel an installment if payments are recorded.
- Cancel an Installment
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Decrease the Amount Awarded.
- Decrease the Amount Awarded
- This is the appropriate action if you want to decrease the Amount Awarded and keep a record of the original installments.
- Remove an Installment
- This is the appropriate action if you want to remove an installment and decrease the Amount Awarded, and do not need to keep a record of the original installments.
- Edit an Installment
- This is the appropriate action if you want to decrease an installment amount and the Amount Awarded, and do not need to keep a record of the original installments.
- Decrease the Amount Awarded
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Increase the Amount Awarded.
- Add Installments to an Approved Request
- This is the appropriate action if you want to increase the Amount Awarded and keep a record of the original installments.
- Edit an Installment
- This is the appropriate action if you want to increase an installment amount and the Amount Awarded, and do not need to keep a record of the original installments.
- Add Installments to an Approved Request
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Remove a payment, or indicate that it was returned.
- Credit a Payment
- This is the appropriate action if you want to show that a payment was returned/credited, and keep a record of the original payment.
- Delete a Payment
- This is the appropriate action if you want to remove a recorded payment, and do not need to keep a record of the original payment.
- Credit a Payment