To record a payment:
- Open Payments.
- Click on Manual Transactions on the left hand side of the screen.
- Search for and select the school member, if they are a leaver they will show in Former Members and you can access their details at the bottom of the list.
- At the top of the screen you can select the Payer name
Please note: By selecting a payer this will send the payer a receipt of the transaction you are going to process via email.
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Find the payment request you wish to process the manual transaction for.
- Select the manual transaction type by clicking the drop down arrow where it says No action.
e.g.: Cash, bank transfer, cheque, discretionary allowance, standing order or manual adjustment, pupil premium, child care voucher. - Enter the amount.
- Add a comment (please do not enter any special characters, e.g. & within the body of the text).
- Click on Apply Actions in the top right hand corner under the heading Transaction Controls.
- You will see a Manual Transaction Summary. N.B if you haven't selected a payer you will see a warning message at this point.
- If a payer has been selected there will be a tick box on the bottom left of this screen asking if you wish to send a transaction receipt to payer.
- If you are happy with this transaction please click Confirm.
- You will see a message in a green box at the top of the screen confirming that the transaction has been processed successfully.