Payments & Account Balances
Watch this quick video to see how to add a payment!
Prefer to read? See our full step by step guide below!
Once you have received payment from the parent/carer, you will need to register the payment into the system. Once you have registered the payment, it will be reflected on the transaction table, recorded on the payment history, and update the status of the invoice.
How do I register a payment?
Children > Select child > Finance > + payment > Input payment date > Input payment amount > Select payment type > Input any comments > Select send receipt > Submit.
📌Comments are visible to the parents if you choose to 'Send Receipt'.
How are payments allocated?
A registered payment is always allocated to the oldest invoice first, according to the ‘invoice date’ and then chronologically.
How do I view my payment history?
Children > Select child > Finance > Payment history (left side tab).
How do I delete a payment?
Children > Select child > Finance > Payment history (left side tab) > Click the three dots on the specific payment > Remove.
How do I resend a payment receipt?
Children > Select child > Finance > Payment history (left side tab) > Click the three dots on the specific payment > Resend.
How do I download a payment?
Children > Select child > Finance > Payment history (left side tab) > Click the three dots on the specific payment > Download.
Transaction Table
The transaction table provides you with a statement view of your account. All financial actions within the child’s account will be shown here. For example, invoices generated, credit-noted invoices & payments made.
How can I view my transaction table?
Children > Select child > Finance > Side tab > Transactions.
📌Transactions are presented with the most recent transaction showing first.
