Creating a deposit payment

Creating a deposit payment

On eymanage, separate records are kept for deposit invoices and deposit payments. Records for deposit payments are added automatically once a deposit invoices is fully paid off, or you can add them manually. From there, it can be refunded, transferred to another child, or allocated to an invoice. 

Adding a payment through a deposit invoice
  1. Click on  Children in the sidebar.
  2. Click on a child's name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. Click on a deposit invoice to view it.
  5. Underneath the invoice preview is a section called Receive a Payment, which allows you to enter details of how much has been paid. This is set to the full invoice amount by default. Make changes to these fields where necessary.
  6. Click Add Payment.
  7. If the invoice has been paid in full, the Receive a Payment section will disappear and the invoice will be marked as Paid. For deposit payments only, a separate record will be created on the child's Invoices tab for the deposit payment.
Adding an isolated deposit payment
Deposits payments can be added to the system regardless of whether an invoice for it exists. 
  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. In the top right, click Create+ > Deposit > Deposit Payment. 
  5. Enter the details of the deposit.
  6. Click Save.
Allocating a deposit
  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. Click on an invoice to view it.
  5. You will see a list of Deposits. Click on the  icon next to the one you want to allocate to this invoice.
  6. Fill out the details of the payment.
  7. Click Save.

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