Record a payment
- Open the intended invoice.
- Choose the payment action.
- Confirm the read-only invoice identifier.
- Enter the payment amount, date, status, reference, receiving information, and other fields shown.
- Save and confirm the invoice’s paid and outstanding summaries update.
Reconciliation workflow
The Payments page provides search and filters for reviewing recorded payments. Compare the record with the school’s receiving account or payment evidence before treating it as confirmed.
Correct a mistake
Update the payment when the transaction remains valid but a permitted detail is wrong. Delete it only when the payment record itself should not exist. After correction, recheck the related invoice balance.
Never create another payment merely to cancel a mistaken one unless that is the school’s documented accounting method. Use the edit or delete action provided to authorized operators.
