🔒 To add a payment from the Bookings tab, you'll need the Manage invoices for children permission enabled
Log a Payment via a Child's Bookings Tab
You can add payments from the Bookings tab of a child's profile. To do this:
Head to a child's profile and click on the Bookings tab
From here, look for the Bill Payers section and click on Add
Choose Payment from the list of options in the dropdown
Enter details for this payment such as the Payment method, the Payment date, the Amount and link it to an Invoice if you'd like
If you'd like to send an email receipt for this payment, check the Send payment receipt box
Once you're ready, click on Add
The payment is now logged on the bill payer's account, which will lower the outstanding balance for that bill payer
Can I resend a payment receipt?
Once a payment has been logged and allocated, it's not possible to resend a payment receipt afterwards. The only way to generate a new receipt is to delete the payment and log it again, making sure to tick Send payment receipt.
However, parents can still view all their past transactions, including payments, by going to the Balance tab in their profile. This shows a full history of payments, invoices, and adjustments.
You can also direct parents to use the Bill Payer Statement, which provides a downloadable overview of their account.
💡 If you'd like receipts to be sent automatically every time a payment is logged, just let us know and we can enable this for you
Can I transfer a payment?
If you need to update a payment or transfer the payment to another bill payer:
Click on the payment in the Bill Payers section
From here, update any of the fields in the payment modal
If you need to transfer the payment to another bill payer, click on the Payment for dropdown and type in the name of the bill payer you'd like to transfer the payment to
Once you're happy with your changes, just click on Update
Import Payment in Bulk
You can also import payments in bulk from a CSV file format. Follow the link below to find out how to do this:
Or read about this same function, specifically for Xero, here: