This guide walks you through the steps to record payments, explore payment history, and utilize filters to access relevant financial data, ensuring transparency and accuracy in your billing operations.
Recording a Payment
Access Invoice Preview
Navigate to the invoice preview screen.Record Payment
Click on Record Payment.
Enter the payment amount and select the mode of payment (or click on Use Credit if applicable).
Specify the payment date (default is the current date, but you can select a different one).
Choose whether to send a notification email to parents.
Enter the reference number for the payment (if applicable).
Submit Payment
Click on Submit.
The payment is recorded, and the invoice status will update accordingly.
Payments Overview
Payments serve as the transaction history for the school, providing insights into all recorded transactions.
Navigate to Payments
Go to Billing and Accounting from the left panel.
Select Payments.
Payments Screen
View a list of all payments, including:
Payment Date
Student Name
Mode of Payment
Amount Paid
Filtering Payments
Use filters to narrow down payment records by:
Time Range
Student Name
Mode of Payment
Payment Details and Actions
Click on a specific student to view detailed payment records.
From here, you can:
Download the Receipt.
Download the Invoice.
Perform additional billing actions as required.
Total Payments Summary
The total payments received within the filtered criteria are displayed on the main screen.
This process ensures that all payment activities are well-documented, easily accessible, and actionable, supporting streamlined financial management for the school.