Invoices and Payments

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Void an invoice

385 views May 29, 2020

Updating Fee Notes

55 views September 12, 2023

Understanding Current Balance

462 views November 20, 2020

Transaction list report/ Account statements

266 views March 11, 2021

How to send account statements

109 views December 17, 2020

Receiving payments on Parent and WINZ invoices

428 views February 22, 2021

Payment receipts and overpayments

346 views November 3, 2020

Option to automatically send invoices to parents when they are finalised

184 views May 8, 2020

Understanding Invoices tab

124 views December 17, 2020

Invoice settings and creating invoices

199 views March 20, 2019

How to set automated invoice footer

661 views January 14, 2021

How to import bank payments

190 views May 8, 2020

How to update/recreate paid invoices?

229 views February 22, 2021

How to transfer payment from Parent to WINZ or vice versa?

39 views February 23, 2024

How to send quarterly invoice statements for FamilyBoost

138 views September 24, 2024

How to send invoices to parents/payees

437 views February 9, 2021

How to process refund payments

223 views January 13, 2022

How to finalise invoice and receive payments

431 views March 24, 2022

How to edit invoices that have payments allocated to them

326 views April 11, 2022

How to work with Credit Notes

119 views December 17, 2020

How to add carry over balance from another SMS

242 views November 27, 2020

How to create bulk invoices/fees

108 views February 26, 2020

Bond payments

94 views August 18, 2021

Adding bulk Donations

73 views March 20, 2019