Apply a Payment from the Family Screen

A way to apply a payment to a family is through their Family Information Screen.


1. Go to the Family's Information screen by using either the "Quick Search" function on the left hand side of your screen or in the "Families" tab.

OR




2. In the "Finance" section, click on the green "Make a Payment" button.



3. This will then take you to the "Make a Payment" screen.

                                        1. Select your payment date (this can be back-dated if necessary)

                                        2. Put in the payment amount

                                        3. Select the payment type the family is paying

                                        4. Click on the blue "Apply Payment" button.



4. Make sure all details on the following page are correct then select the blue "Process Payment" button.

If they are incorrect, click "Cancel" or "Back to family".



5. Now click on the "(Back to Family)" button. This will take you back to the Family screen.



6. Have a quick check in the family's "Finance" section to make sure the amount is correct.



Last updated: 8 June 2021





















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