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Payments & Receipts

Payments hub linking record payment, receipts, reversals, and student ledger.

Who can use this​

  • FINANCE
  • ADMIN

Path​

/finance/payments

Dependencies​

  • Invoices outstanding for collections.
  • Always issue a receipt after recording.

Screenshot​

Payments & Receipts desktop

Payments & Receipts mobile

Steps​

  1. Open Payments at /finance/payments as FINANCE.
  2. Click Record payment for cashier intake.
  3. Open Receipts, Reversals, or Student ledger as follow-up.
  4. Reconcile cashier totals at day end.
  5. Never reverse without a documented reason.

Fields and actions​

  • Record payment / Receipts / Reversals / Student ledger

Common mistakes​

  • Recording without selecting the correct learner
  • Skipping receipt print
  • Using void invoice instead of reversal