Creating a payment in eyenquiries

Creating a payment in eyenquiries



You’re able to mark an invoice as paid through the Transactions section of an enquiry profile, or through the Invoices tab.

Through the enquiry profile
  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. Click on the unpaid invoice to bring up its details.
  4. Under Receive a payment, you can alter any details of the payment received (except for the invoice amount, which cannot be changed).
  5. Click Add Payment.
  6. The invoice will be marked as Paid.

Through the Invoices tab
The Invoices tab shows a list of all enquiries for the branch, along with basic details for each one. You cannot create or edit an invoice from this tab, but you can make a payment.
  1. Go to eyenquiries > Invoices.
  2. For the invoice you want to mark as paid, click on the  button under the Add Payment column.
  3. Fill in details of the payment in the pop-up window. 
  4. Click Add Payment.

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