Collect a prepayment

• Finance
• Director
• Admin
• Needs: Billing
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

A prepayment is an invoice for an amount you choose. When it is paid, the money becomes credit in the child's Credit Bank.

Steps

1. Tap + on the Billing Dashboard (or on the child's Tuition Statements) and choose Collect Prepayment.

   Screenshot coming soon01 · /billing-dashboard

   Collect Prepayment in the + menu

2. Select the child and continue. (Skipped when you start from a child.)
3. Enter the total to bill the family and tap Save.
4. New Invoice opens with a Prepayment line. Set Due on and options, then tap Save.

Tips

• Prepayment invoices can't be marked unpaid; to undo one, delete or write it off.
• The family's credit is used on later invoices with Apply Credit.