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:
The contact who made the payment
The payment date
The payment method: Cash, Credit Card, or Check
If the payment is made for a specific invoice, select the invoice
The payment amount
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:
Navigate to the PYMT-####,
Click on the transaction reference,
You will see the new payment invoice and below you should find a delete button,
Press Delete,
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.