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Record a payment

Before you start​

  • Role required: Admin or Moderator
  • Setup needed: An invoice must exist for the student

Steps​

  1. Go to Finance → Invoices and open the student's invoice.
  2. Select Add payment.
  3. Enter the amount (cannot exceed the outstanding balance).
  4. Select the payment method (Cash, Card, Transfer or Wallet).
  5. Enter an optional reference (e.g. transaction ID).
  6. Select Save.

A receipt number is generated automatically: RCP-{invoiceId}-{seq}.

Issue a refund​

  1. Open the invoice and go to the Payments tab.
  2. Select Refund next to the payment.
  3. Enter the refund amount (cannot exceed the unrefunded amount on that payment).
  4. Select Save.