Apply a Payment from the Family Screen

Modified on Mon, 06 Nov 2023 at 12:52 PM

The main 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 to search for their name or in the "Families" tab.


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 (note - if configured, the family balance will automatically display)

                        3. Select the payment type the family is paying (these are set from Configuration > Tenders)

                        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". 

NOTE: If you have the tender type set to "Collect note on payment", this second confirmation screen is where you will be able to enter the note:

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

6. You can see that the payment has been applied to the family and their balance adjusted accordingly in the family's "Finance" section.

Last updated: 06 November 2023

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