How do I record an instalment payment and print the receipt?

Every amount that comes in from a guardian is recorded against a specific instalment, not against the contract as a whole.

Steps

1. Open Schools → Instalments, or the instalments tab inside the contract, and pick the instalment.
2. Record the payment: the amount, the payment date and the payment method.
3. For a cheque, enter its number, date and due date, and track its status.
4. Save; a receipt number is generated automatically and the instalment status updates.
5. Print the receipt and give it to the guardian.
6. To follow all collections, open Instalment payments — Figure 1 — and filter by period and payment method.

Notes

• Enter the real payment date, not today’s; cash reports are built on it.
• Part payment is allowed; the remainder stays visible on the instalment until it is complete.
• Track cheques by their due dates and do not treat one as collected on receipt; this is where schools most often go wrong.
• Always print the receipt; it is the simplest way to prevent a dispute about payment.