Payment

Payment

PAYMENT

The payment section allows you to view invoices, see their details, and create new payments. Upon entering this function, you'll see a window displaying a list of parents who have recurring invoices. This guide will walk you through creating a new payment and navigating the main features.




Step 1: Create a New Payment

  • Locate and click on the Add button to initiate a new payment.
  • Fill in the Payment Information:
    • In the left box that appears, you need to enter the necessary details.


Step 2: Select and Pay the Invoice

  • In the right box of the page, find and select the invoice you want to pay. This box will list all the outstanding invoices associated with the family.


Step 3: Invoice Actions



  • From the Details button in the "Actions" section, it will show the invoice for print, download, or send.


  • The Delete Payment option allows the principal to delete the payment.


  • You can refund the invoice. It will show a window to confirm the parent's name and the amount.


  • The Transfer Payment option allows us to move the payment from one invoice to another.


Step 4: Filter Invoices

  • You can filter the invoices by date or by searching details such as ID number, date, user, amount, payment method, or status.



Step 5. Video Tutorial

Watch the Video: For a visual guide on how use the Payment function please watch the following video




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