Record a payment received
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, branch and academy currency. Viewing invoices, recording payments, reviewing proofs, reversing payments and managing credit use separate access.
Record a payment received
- Enter the received amount, payment date and method.
- Add reference, notes and a payment slip if applicable.
- Check any credit selected for use and the resulting settlement.
- Select Add Payment and review the invoice balance and receipt history.
What happens next
The payment and its applied amount are recorded after validation.
Troubleshooting
Record money actually received. An overpayment can leave student credit; review the allocation instead of forcing the invoice total to match the cash.