Process payment for a family

Issue/Question

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How do I process payment for past dues for a family?

Resolution

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Follow these steps to enter an individual payment for a family.

1. Navigate to the Family record.
2. Click the Payment/Credit button to open the Payment/Credit Transaction Entry page.
3. The Transaction Type defaults to Payment. This should only be changed for non-monetary payments.
4. If the customer is paying with cash or check, choose a Method from the drop-down list. For ePayments, the Method is determined by the type of card or account used.
5. Enter a Note if needed.
6. Enter a Chk# if applicable.
7. The Payment field will default to the family's account balance. Update the amount if the family is not paying the full balance.
8. Apply the payment to the fees being paid using one of these options:
   - Click the Apply Amt column next to a fee to apply the payment to specific fees. Edit the amount if not paying the entire fee. The Applied Amount and Unapplied Amount will update for each fee selected.
   - Click the Apply to Newest Fees First to apply the payment starting with the newest fees and working backward until the payment amount is fully applied.
   - Click the Apply to Oldest Fees First (within last 12 months) to apply the payment starting from the oldest fees within one year and working forward until the payment amount is fully applied.
   - Click the Apply to Oldest Fees First to apply the payment to the oldest fees first (including those beyond 1 year) and work forward until the payment amount is fully applied.
9. Select one of the four button options to complete the payment according to the family's method of payment:
   - Save Payment to enter the payment on the family's Transactions tab. This is generally used for check and cash payments.
   - Save & Make Another Payment to save the payment and add another payment for the same family.
   - Use Card/Acct on File to create an ePayment (credit card or bank account draft) using the card/bank account information stored on the Family record. 
   - Use New Card to manually enter a credit card # or use a card swiper to initiate a credit card ePayment. 

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