🔒 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
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
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 below link to find out how to do this:
Or read about this same function, specifically for Xero here: