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.
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
Note: Once payment has been added, it can't be deleted.
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,
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.