Add a Payment to a Child's Account

Add a Payment to a Child's Account

To add a payment to a child's account, do the following:

1.  Click on the 'Children' button and select 'Accounts':
   
   

   
   
   
2.  Click on the 'Payments' tab:
   
   
   
   
3.  Click on the 'Add Payment' button  
    The New Payment page will be displayed:
   
   
   
   
4.  Select the payment mode from the dropdown list.
    Available options: Cash, Cheque, Childcare Grant Scheme, Council, Credit Card, Debit Card, Direct Debit, Fee Planner, Standing Order, Switch, Tax Free Childcare, Transfer, Voucher, Other. 
5.  Optionally enter a reference number and bank details for the payment.
   
6.  Select the date that you received the payment.
   
7.  Enter the payment amount.
   
8.  Select which bill payer made the payment. If a child only has one bill payer they will be automatically selected.
   
9.  If the payment has been received in advance of an invoice being produced for the child's account, click on the 'OK' button and ignore steps 10 & 11.
10.  The table on this page lists the child's outstanding invoices and their remaining balances. Select an invoice to allocate the payment to it.
     If a child has more than one invoice, you can select the checkbox in the yellow column heading to automatically select all invoices; the system will allocate the payment to as many invoices as possible, paying off the oldest invoice first.
11.  Click on the 'OK' button.
     A Summary page will be displayed showing you the amounts that have been paid off the selected invoices and if there is a remaining balance on those invoices (Balance Amount). For example:
    
    
    
    You can amend the payments if required by clicking on the 'Edit' button 
    
    
12.  Click on the 'Save' button.
    
13.  If you add a payment amount which is greater than the total amount of all invoices on the child's account, or you are making an advance payment on the child's account, you will see an alert asking if you want to add the remaining amount to the child's account / add an advance payment:
    
    
     Click on the 'Yes' button.
    
    
14.  On the Payments tab in the child's account you will see that the payment you just added is listed in the top row of the table:
    
    
    
    
15.  The payment will also show in the child's account history on the 'History' tab. If you allocated the payment to an invoice and the payment was enough to pay the outstanding balance then the invoice will now be coloured in green in the table to show that it has been fully paid. For example: