Enter payments, print receipts, and add adjustments to keep track of your financials.
Add the payer and due date
Choose a Primary Purchaser from the drop-down and a Co-Purchaser, if applicable.
These fields will be pre-populated if you've already assigned someone to these roles on the Family & Friends page.
You can add a Due By date by selecting the calendar icon and choosing the date.
The Due By date will also populate on the contract.
To add a payment, select Add Transaction > Add Payments.
Choose the the Payment Option.
Then enter the Payment Amount, Payment Date, and Payer.
People already entered in family and friends will show in the Payer drop-down.
If you need to add a Payer, select Other-Person.
Additional fields will appear when you select Other-Person. The First Name, Last Name, and Relationship are required. Anyone added as the payer will also be added to family and friends.
Once you've finished entering the payment and payer details, Save.
If you'd like to print a receipt, select the gear icon and choose Receipt from the drop-down.
Add adjustments, interest, and refunds
Select Add Transaction and choose Add Adjustment, Add Interest, or Add Refund.
Adjustments: Adjusts the total amount the family owes.
Adjustment Amount and Payment Date are the only required fields. If you want to decrease the amount you'll need to add a dash in front of the amount ($ -2.00).
Once Saved, the current balance will update to the adjustment amount.
Interest: Increases the total amount the family owes.
Manually add interest to a specific case by entering the Interest Amount and Payment Date.
Once Saved, the current balance will increase based on the interest amount entered.
Interest can be applied to multiple cases at the same time to do so, see Apply Interest to a Balance.
Refunds: Show the amount returned to the family.
Payment Amount, Refund Date, and Recipient are all required fields.
Once saved, the refund to the Payer will show and the current balance will be adjusted.
Need More Information?:
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