Record a cash or check payment

• 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.

Use this when a family hands you cash or a check. Nothing is charged; the payment is recorded against the invoice.

Before you start

• Finish Find a child's invoices first.

Steps

1. Open the unpaid invoice and tap ... (top right).
2. Tap Collect Payment, then Record Physical Payment.

   Screenshot coming soon01 · child_detail

   The Collect Payment sheet

3. Enter the Amount received. It can't be more than the invoice's balance.
4. Enter the Check # or Cash Receipt #. Both fields are required.
5. Tap Record Payment.

Tips

• Record a partial amount to leave the rest open.
• If you recorded it by mistake, open the paid invoice and use Mark Unpaid. See Mark a paid invoice unpaid.

Troubleshooting

• No Record Physical Payment option. The invoice is paid or deleted, or it is a credit invoice.