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 payment 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.

Workflow

Open

Outlining the step-by-step instructions on recording payment:

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 ADD/CREATE NEW PAYMENT button.

In the sample screenshot below, it’s under the Accounting > Payments screen.

Open

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 > Payments knowledge article if you need a guide on the required fields.

Fill out the required and necessary fields, and click the SAVE PAYMENT button.