Review a student or parent payment proof
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.
Review a student or parent payment proof
- Filter by search, method and submission dates as needed.
- Open and check the proof and invoice against money received.
- Approve the submission with the supported amount and optional note, or reject it with a reason.
- Review the resulting payment or rejected status.
What happens next
Approval records the accepted payment; rejection explains why the proof was not accepted.
Troubleshooting
Submitting or uploading a proof does not settle an invoice by itself. Avoid recording the same bank receipt manually and approving it again.