THERE ARE 2 WAYS YOU CAN UPDATE AND DELETE INVOICES WITH PARTIAL/FULL PAYMENTS:
1. If changes are automated on the Fee setup of child, changes on the booking or attendance: Access Finance & Accounts > Update /Recreate Invoice
- Select the invoice period and child name of a paid invoice.
- Click on Update/Recreate Invoice.
A warning message is displayed, if the invoice for the selected period is in paid status.
Click on Proceed button to update/recreate invoices.
- This will remove the payment reference and update the invoice status back to Awaiting.
- You will need to re-allocate the payment manually (if payment reconciliation is off for your centre).
Or inside the invoice:
- Access and click on the invoice itself and click on the Update/Recreate Invoice button (green circular arrow).
2. If changes need to be added manually on the invoice (e.g Late charges, Discounts)
- Access and click on the invoice itself and remove the payments temporarily.
- You can also remove them on the Payments tab. Filter child and payee to access payments.
- Click the x button on the invoice reference to remove them temporarily.
- Once payments are removed, invoices will be back to Awaiting. You can click the Invoice, then click the Pencil button or Delete button.
- You will need to re-allocate the payment manually (if payment reconciliation is off for your centre).
- For Xero and Bank Payment Import users, kindly seek for assistance from the support team to allocate payments manually.