Managing payments for nursery fees

Managing payments for nursery fees

See the support sheet 'creating a Variable payment item for nursery fees' to see the set-up details for this type of payment item.

Adding charges to the pupil accounts

To add the nursery fees to each child’s account you will need to do the following:

Go to Finance > Record adjustment.

Choose payment item - select your nursery fees item from the drop down. 

Choose method - Debit. This will allocate the fees that are owed by the parent to the account for a given period.

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Select the group of pupils you wish the fees to be allocated to in group 1 and 2 and Search

Enter the value of the nursery fees each parent is being charged for in the Amount column.

Enter the detail associated with the payment item in the internal comment box

 

Enter the details associated with the payment item in the Notes to payer box. This is the information the parent will see when they receive the email confirmation and will also show on their parent account.

Go to the bottom of the screen and click Debit

Parents will see how much they owe and can make payments online to the account.

Allocating Childcare vouchers

Childcare vouchers can be allocated to a child’s account if accepted by your school. To record the value of vouchers received go to Finance > Record adjustments.

Choose Payment item - Nursery Fees

Choose method - Credit

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Select the pupils that you want to assign the childcare vouchers to.

Enter the value of the Childcare vouchers each parent is being credited for in the Amount column.

Enter the detail associated with the payment item in the internal comment box.

Enter the details associated with the payment item in the Notes to payer box. This is the information the parent will see when they receive the email confirmation and will also show on their parent account.

Select Credit. This value will immediately be credited to the balance on the account.

 

Allocating Cash and Cheques to pay for Nursery Fees

Partial payments can be paid by cash or cheque, if the nursery are continuing to allow payments by this method.

To make a cash or cheque payment go to Finance > Cash and Cheques

Choose Payment item - Nursery Fees

Choose method - Credit.

Choose reason box select Cash or Cheque.

Select the pupils that you want to assign the cash or cheques to.

Enter the value of the cash or cheques each parent is being credited for in the Amount column.

Enter the detail associated with the payment item in the internal comment box.

Enter the details associated with the payment item in the Notes to payer box. This is the information the parent will see when they receive the email confirmation and will also show on their parent account.

 

Select Credit. This value will immediately be credited to the balance on the account.

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