Creating payments

Creating payments



Payments received from parents can be added to the system and allocated to invoices. This helps you keep track of how much parents have paid, and how much is still owed. You can only allocate payments to approved invoices.

Creating payments for individual invoices
  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 the 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.
Creating payments through the Payments screen
The advantage to creating payments through the Payments screen is that you can allocate a payment to multiple invoices.
  1. Click on eymanage > Payments in the sidebar.
  2. Click Create Payment in the top right.
  3. Choose which children this payment is for from the field on top. 
  4. Fill in the rest of the fields.
  5. Click Save & Allocate.
  6. You will see a list of outstanding invoices. Enter the amount paid to each invoice in the box under Allocated Amount. 
  7. If a parent has overpaid, you can allocate the remaining money as a Payment on Account.
  8. Click Allocate Payment when you’re done.
If you have automatic allocation turned on in Invoice settings, you will be given the option to allocate the payments automatically, starting with the oldest outstanding invoice.

    • Related Articles

    • 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, ...

    • 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 ...

    • Turning on automatic payment for monthly invoices

      You can turn on automatic payment for individual children from their profile. This means that whenever you approve a Monthly Invoice for a child, a payment of a certain amount will be automatically allocated to it. Click on Children in the sidebar. ...

    • Collecting payments using GoCardless (direct debit)

      If you have GoCardless set up on eymanage and parents have been connected, you can begin to collect direct debit payments from parents' accounts. You can either do this manually, or set up automatic collection. Collecting payments manually Click on ...

    • Deleting payments

      You can delete payments for invoices from the Payments screen, or from the invoice itself. From the Payments screen Click on eymanage > Payments in the sidebar. Click on the icon next to a payment. Type DELETE into the pop-up window. Click Delete. ...