Manage Payments

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

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:

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.