Reallocate a Payment on a Child's Account

Reallocate a Payment on a Child's Account


If you have accidentally allocated a payment to the wrong invoice, or you need to allocate it to more than one invoice, do the following:
  1.  Click on the Children button and select 'Accounts':



  2.  Select a child from the list and click on the 'Payments' tab:



  3.  Find the payment you want to reallocate in the table.
  4.  Click on the 'Reallocate' button  
  5.  An alert will be displayed asking you to confirm that you want to reallocate the payment:



  6.  Click on the 'OK' button.
     The Reallocate Payment page will be displayed: 


    The 'Invoices Against Receipt' box lists the invoices which the payment is currently allocated to.
    The 'Unpaid Invoices' box lists the invoices which are still outstanding on the child's account.  

  7.  If you want to allocate the payment against a different invoice, select the invoice in the 'Invoices Against Receipt' box and move it back to the 'Unpaid Invoices' box by clicking on the  button.
     If you want to allocate the payment to additional invoices, leave the current invoice in the 'Invoices Against Receipt' box.
  8.  Select the invoices which you want the payment allocated to in the 'Unpaid Invoices' box and move them into the 'Invoices Against Receipt' box by clicking on the  button. For example: 



  9.  Click on the 'Save' button.
  10.  An alert will be displayed asking you to confirm that you wish to save the payment:



  11.  Click on the 'Yes' button. The child's account history will be updated. For example: 


    If you reallocated 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 it has been fully paid. Any partially paid invoices will be coloured in orange.

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