Payments

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.
  

Video Tutorial

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