Skip to main content
Manage Payments
L
Written by Lily
Updated over 9 months ago

Learn how to add payments received and assign them to an invoice.

Once you receive a payment you need to add it to the system so you can have a correct account balance.

Add Payment

To add a payment, follow these steps:

  • Navigate to the child's profile

  • Click on the Invoices tab

  • Click the +Add New button

  • Select New Payment

Add all payment details:

  1. The contact who made the payment

  2. The payment date

  3. The payment method: Cash, Credit Card, or Check

  4. If the payment is made for a specific invoice, select the invoice

  5. The payment amount

  6. Any notes you would like to include regarding the payment

Remove Payment from Invoice

We understand that sometime our users could enter the incorrect number for a payment, it easy to modify , just follow these simple steps:

Cancel Incorrect Payment
  1. Navigate to the PYMT-####,

  2. Click on the transaction reference,

  3. You will see the new payment invoice and below you should find a delete button,

  4. Press Delete,

  5. Repost the correct payment amount.

Note: Once you cancel a payment and add a new one it will replace the old one to avoid causing any confusion for the parents.

Did this answer your question?