Creating a payment on account

Creating a payment on account

A Payment on Account is just a normal payment that shows up on a child’s Invoices tab instead of the Payments screen, making it easier to track how much parents have paid. This is also a good way to keep track of how much money is left over if a parent has overpaid.

Once a Payment on Account is created, it can be refunded, transferred to another child, or allocated to an invoice. It cannot be allocated to multiple invoices at once; you can only do that when allocating payments from the Payments screen.

Adding a Payment on Account
  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+ > Payment on Account. 
  5. Enter the details of the payment.
  6. Click Save.
Allocating a Payment on Account
Once you've created a payment on account, you can allocate it to an 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 an invoice to view it.
  5. At the bottom, you will see a list of Payments on Account. 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.
If you have automatic allocation turned on in Invoice settings, the payment will be allocated automatically to the next invoice to be approved.


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