Taking a payment
In the Select Account page, once you have found the student/customer you wish to take a payment for, use the Show Details button adjacent to the student’s/customer’s record to display the Current Items page (you only found one account you may already be in the Current Items page):
This page will display unallocated invoices or unmatched credit notes associated with the selected student/customer.
From here you can either:
• take
a payment for a specific invoice (See Pay a
specific Invoice),
or
• take a payment on account, i.e. a payment against an individual student/customer not an invoice, using the Pay on Account option (See Pay on Account).
Notes:
• Any payments pending will not be displayed.
Current Items/Sundry
Payments/Payments on Account Confirmation page