Adjusting an Order Balance
You can adjust the balance of any regular payment orders within your system to increase or decrease the cost, or remove it entirely.
Please note, this guide goes over regular payment orders only.
You can view how to adjust subscription plans from here!
You can access a parent/carer's order from:
The Order Page
You can use the features of the right side to view any order:
The 'Booking Record' (Within the Class Register and Parent/Carer/ Child Profile)
If you open the 'Booking record' from the class register or the parent/carer/child's profile and then select 'View order':
The Class Register
If you click on the amount displayed in the 'Owe' column:
From the order page:
click 'Adjust Order Amount' -
then adjust the invoice to reflect the total amount you wish to charge:
Adjusting the invoice will change the total amount of the entire booking.
For example, if the order costs £100 and you would like to add an additional £10 to the order, change the order amount to £110.
Once the order has been adjusted, an invoice can be sent directly from the order page:
Recording Payments
In case you've received a payment outside of the system from the parent/carer, you can record this as paid against their order.
You can access the parent/carer's order from either:
Their profile
The class register (both under the 'Booking Record')
'Outstanding Orders' page.
You can record a payment against individual items in an order by expanding the 'Record a Payment' section:
Within this section, you can:
Enter the amount paid by the parent/carer
Select the payment method used:
Enter the date the payment was made (this can be backdated by up to two weeks):
Select whether you would like to send a receipt to the parent/carer via email.
This is an example of the email they will receive if you send the receipt:
You can also record the parent/carer's payment against the full outstanding balance.
Scroll down to the outstanding payment section within the order, select the payment method, date and choose whether you would like to send a receipt.
Then click 'Pay balance'
The payment will then be recorded and, if selected, a receipt will be sent to the parent/carer via email:
