Processing Receipts
Overview
When you receive payment for a Billing/Event item at the school office via cash/card, you will need to receipt the payment against the applicable debtor.
To receipt a student payment, go to the Organisation menu (grid icon) and click 'Billing Management'.
Please Note: Where the parent is paying via the school office eftpos machine, we recommend processing the eftpos transaction first to ensure it is successful before processing the receipt in Compass via Billing Management.Click 'Add Document' and select 'Receipt'.
Select the applicable Debtor and add in the details.
To allocate the payment to existing invoices, click 'Add Invoice'.
Any outstanding invoices for this debtor will show in the pop-up. Select the ones that the payment will apply to and click 'Add'.
Click the associated edit pencil icon to edit the amount being paid in this transaction for each included invoice.
You will see the 'Total Payment' update accordingly and it should reflect the amount being paid by the family in this transaction.
When all funds being paid have been allocated, click 'Ok' to process the receipt.
If the payment is an advance payment - there are no invoices yet to allocate the funds to - you need to click the edit pencil icon for the Unallocated Amount and add in the amount being paid.
If the family would like a copy of the receipt, select the transaction and click 'Selected' and choose 'Generate PDF Receipt'. You can download a PDF file to your device and then print it off.
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