Invoices and Payments

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Void an invoice

399 views May 29, 2020

Updating Fee Notes

59 views September 12, 2023

Understanding Current Balance

488 views November 20, 2020

Transaction list report/ Account statements

276 views March 11, 2021

How to send account statements

111 views December 17, 2020

Receiving payments on Parent and WINZ invoices

434 views February 22, 2021

Payment receipts and overpayments

354 views November 3, 2020

Option to automatically send invoices to parents when they are finalised

201 views May 8, 2020

Understanding Invoices tab

129 views December 17, 2020

Invoice settings and creating invoices

209 views March 20, 2019

How to set automated invoice footer

687 views January 14, 2021

How to import bank payments

201 views May 8, 2020

How to update/recreate paid invoices?

232 views February 22, 2021

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

45 views February 23, 2024

How to send quarterly invoice statements for FamilyBoost

202 views September 24, 2024

How to send invoices to parents/payees

492 views February 9, 2021

How to process refund payments

232 views January 13, 2022

How to finalise invoice and receive payments

448 views March 24, 2022

How to edit invoices that have payments allocated to them

336 views April 11, 2022

How to work with Credit Notes

121 views December 17, 2020

How to add carry over balance from another SMS

250 views November 27, 2020

How to create bulk invoices/fees

113 views February 26, 2020

Bond payments

98 views August 18, 2021

Adding bulk Donations

76 views March 20, 2019