Creating a deposit in eyenquiries

Creating a deposit in eyenquiries

In eyenquiries, you can manage deposits through the enquiry profile. This includes creating and sending deposit invoices to parents, and recording payments.

Creating a deposit invoice

  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. On the bottom right, next to Transactions, click on  > Deposit Invoice. 
  4. Fill out the dates and reference at the top.
  5. The deposit appears as the only item on the invoice. The details in the fields are based on the Deposit product/service that is pre-created on the system, and can be edited in System Settings > Products and Services. However, the fields can also be edited manually from this pop-up, if needed. 
  6. Click Save as Draft or Approve and Send in the bottom right
  7. Clicking on the arrow next to Approve and Send will give the option to Save and Approve. This will create the invoice, but not send it to a parent.

Creating a deposit payment 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 deposit invoice to bring up its details.
  4. Under Receive a payment, you can alter 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.

Creating a deposit payment through the Invoices tab

  1. Go to eyenquiries > Invoices.
  2. For the deposit 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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If you have both eyenquiries and eymanage, records of deposit invoices/payments are carried over to the child's eymanage profile when enrolled.