Overview
Before you can pay off an invoice, you have to record a payment first in the system and use the recorded payment amount to pay off an invoice. There are several payments types and methods you can accept or receive from students or agents: for payment types, it can be a customer payment or internal payment, and as for the methods, you can record it as cash, debit, credit, etc.
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Outlining the step-by-step instructions on recording payment:
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INFO If you have any questions on the field names or information required in recording payment (which you will encounter upon following the instructions below), refer to the table with field names and brief descriptions under the Understanding the User Interface > /wiki/spaces/PKB/pages/985057knowledge article. |
1. There are two areas where you can add or record a payment in the Accounting module: (1) Accounting > Summary (2) Accounting > Payments. Whichever of the two areas you’ve chosen, click the CREATE NEW PAYMENT button.
In the sample screenshot below, it’s under the Accounting > Payments screen.
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2. After clicking the CREATE NEW PAYMENT button, a PAYMENT form will appear for you to fill out the details of the payment. As mentioned above, refer to the Understanding the User Interface > /wiki/spaces/PKB/pages/985057knowledge article if you need a guide on the required fields.
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