Users are able to see payments that have been collected, returned or refunded. This is also where users can send out statements and balance reminders.
The Payments > Journal page allows users to receipt payments by family in batch format.
The Payments > Deposit screen lets users receipt payments in batch format.
How to post a third party payment allocation/reconciliation.
This screen will walk users through the first step of processing an agency refund.
The Payments > Third Party Refund Allocation screen is where users are able to associate the refund that has been setup with a specific balance on a child/family account.
The Payments > Payments screen allows users to search and display payments received in a particular period.
The mass change payments process updates multiple payments entered into the system at once. This is frequently used to update the deposit date, check number, payment type, period number or adding not
The Payments Outstanding screen will display amounts owed by families within the system. Use search criteria to display related families. Statement and Reminder emails can be sent from this page,
Processing auto payments in the system allows administrators the ability to charge and collect money from parents that have an auto payment setup.
The Payments > Online/POS Payments screen allows users to pull a report that displays gateway (ACH or Credit Card payments) that have been processed through the system.
The Payments > Family Payment screen allows users to pull different versions of year end tax statements. This is most useful if a site will be printing off and mailing or distributing tax statements
After a third party payment has been posted in the system, exports and imports can be used to reconcile balances to specific children's third party totals.