Take a student's payment, say how many months it covers, and hand over the receipt. The student's subscription is extended at once.
Before you start
- Sign in as “Reception”.
- The group should have a monthly fee. Without a fee the amount is not filled in for you.
Steps
- On “Dashboard”, find the student in “Payments due”. The longest overdue come first. Press “Record payment” on their row. A student who is not listed: open “Finance”, press “New payment” and choose the “Subscription”.
- The form “Record transaction” opens with the subscription and the amount for one month filled in.
- Set the months with the plus and minus buttons beside “Fill in for”, or type the amount. The amount decides the months. A line shows what the payment covers and until which date.
- Choose the “Payment method”: cash, card or transfer.
- Check “From / to”. The student is already chosen. Pick the parent who pays, or type a name, if you want the receipt in their name.
- Press “Record transaction”. The message “Payment received” appears.
- Press “View receipt”. On the receipt, press “Print / PDF” to print it, or “Download (PDF)” to save it.
Result
The subscription is paid until the date shown and the student leaves “Payments due”. The payment is in the list on “Finance”, with its receipt.
If something looks different
- An amount that is not a whole number of months is saved as a part payment. The rest waits in the balance until a full month is reached.
- One payment covers at most twelve months. A larger amount cannot be saved.
- A wrong payment is corrected from the list on “Finance”. See Correct a wrong payment.