🔒 To access Finances, you'll need the Show Financial Reports permission enabled
If your parents receive vouchers to pay for childcare, you can enter them in two ways:
Adding a Voucher as a One-off Payment
If the voucher is a one-time payment or does not have a recurring fixed amount, add it as a manual payment. A voucher payment can be applied to a specific invoice or simply applied to the account.
To add a voucher payment:
Log in to the app and click on Finances in your sidebar
Next, click on Payments
Use the Add payment button and enter the bill payer's name in the Payment for section
From the Payment method menu, select Voucher from the drop-down menu
Enter the Payment date and link it to an invoice if needed
Next, enter the Amount and a Note if you need to jot down extra information
Next, link the voucher company. If you cannot find the voucher company under Search for existing, you can select New voucher company and enter the details
Once you have entered all the details, click Add
Add a Voucher as a Recurring Monthly Payment
You can add monthly recurring fixed amounts to the voucher section of a Bill Payer's account.
Go into the Bookings tab on a child's profile
Click on View account in the Bill Payers box
On the left, click Add next to the Vouchers box
Next, enter the Payment info for this voucher including the Amount, when you receive the First and Last payment (if applicable) and select New voucher company or Search for an existing voucher company
It is only required that you enter a name, though you are free to enter the additional details and click Add
This fixed payment amount will be added to the account on the first of every month and will appear on an invoice as Future Payments
Confirming a Voucher Payment
The last step is to confirm that you have received the voucher payment. To do this:
Log in to the app and click on Finances in your sidebar
Next, click on Payments
Now use the filter to select Voucher in the Method box
Next, check the Unconfirmed option in the Status box, to show only the unconfirmed voucher payments
Click each voucher and click Confirm to confirm receipt of that voucher payment
