Invoices and Payments

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Adding bulk Donations

82 views March 20, 2019

Bond payments

104 views August 18, 2021

How to create bulk invoices/fees

123 views February 26, 2020

How to add carry over balance from another SMS

270 views November 27, 2020

How to work with Credit Notes

125 views December 17, 2020

How to edit invoices that have payments allocated to them

358 views April 11, 2022

How to finalise invoice and receive payments

467 views March 24, 2022

How to process refund payments

242 views January 13, 2022

How to send invoices to parents/payees

541 views February 9, 2021

How to send quarterly invoice statements for FamilyBoost

274 views September 24, 2024

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

50 views February 23, 2024

How to update/recreate paid invoices?

244 views February 22, 2021

How to import bank payments

208 views May 8, 2020

How to set automated invoice footer

707 views January 14, 2021

Invoice settings and creating invoices

225 views March 20, 2019

Understanding Invoices tab

135 views December 17, 2020

Option to automatically send invoices to parents when they are finalised

212 views May 8, 2020

Payment receipts and overpayments

359 views November 3, 2020

Receiving payments on Parent and WINZ invoices

447 views February 22, 2021

How to send account statements

117 views December 17, 2020

Transaction list report/ Account statements

287 views March 11, 2021

Understanding Current Balance

509 views November 20, 2020

Updating Fee Notes

63 views September 12, 2023

Void an invoice

409 views May 29, 2020