Payments received outside the school app (e.g. Cash/ Cheque) should also be marked as paid in the system, this will give you an accurate audit trail.
Please see how to mark a payment received outside the school app
If a parent requires a refund after paying directly to the School, you should organise the refund and then flag the system as refunded.
To flag a payment received outside the School app as refunded please follow the steps below:
- Go to your Dashboard and tap on Shop then in the dropdown select Other Payments & Adjustments
- Find the payment you wish to refund and tap on the Refund icon
- Enter refund information
- Hit Save
Note: This section is only for refunding non-app payments such as cash & cheque payments
To generate your end-of-the-month reconciliation for payments made outside the school app, please follow the steps below:
- Go to your Dashboard and tap on Shop then in the dropdown select Other Payments & Adjustments
- Apply filter to suit your search
- Hit Search
- Tap Export
Users can receive a receipt when you mark the fee as paid in the system. If after being marked as paid user requests a receipt you can send it via your Other Payments & Adjustments tab.
To do so please follow the steps below:
- Go to your Dashboard and tap on Shop then in the dropdown select Other Payments & Adjustments
- Find the payment and tap on the Send Receipt button
- If the button is greyed out tap on the Edit icon
- Select Receipt Email to YES
- Enter email
- Hit Submit