Payments

What it is

Every payment received, by cash, cheque, card, transfer or online.

Why it matters

Gives one trustworthy list of all money coming in.

When to use it

Office staff look up, check or correct payments; each one stays on record.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fees to open it.
3. Click Payments.

What you see

Payments · click the picture to enlarge

• The list has these columns: Received, Student, Mode, Amount, Status, Reference. Click a column name to sort by it.

Buttons on this screen

• Record payment — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the Record payment button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (5 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Payments · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Student *	choose	Pick the student the payment is for.
Paid by *	choose	Pick who handed over the money, such as the parent or guardian.
Currency *	choose	Pick the currency the money was paid in.
Amount *	number	The amount received, exactly as on the receipt or bank slip.
Received on *	date	The date the money arrived.
Your reference	text	A receipt or cheque number to find this payment later. Optional.
Settle	choose	Pick the invoices this payment should be used to pay.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

← Back to Fees & Finance overview