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 this altogether.
Please note, this guide goes over regular payment orders.
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)
By accessing the 'Booking Record' from a class register or parent/carer/ child's profile, you can access the order by clicking 'View Order' -
The Class Register
You can access an order from the class register by clicking on the value in the 'Owe' tab:
From the order page, click 'Adjust Order Amount' -
Then adjust the invoice to reflect the total amount you now want to charge:
Adjusting the invoice will change the total amount of the entire booking.
For example, if the order cost £20 and you would like to add an additional £10 to the order, change the order amount to £30.
Once the order has been adjusted, an invoice can be sent out for this from the order page:
Recording Payments
Once you've received the payment outwith 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') or the outstanding order page.
You can record a payment against individual items in an order by expanding the 'Record a Payment' section:
Within this section, you can:
Input the amount paid by the parent/carer
Choose the method this was paid by
Record the date this was paid on, which you can backdate up to two weeks.
Choose whether or not to send a receipt to the parent/carer via email.
This is an example of the email they will receive if sent -
You can also record the parent/carer's payment against the full balance due.
Scroll down to the outstanding payment section within the order, select the payment method, date and whether you want to send a receipt.
Then click 'Pay Balance'
This payment will then be recorded and, if chosen, an email will be sent to the parent/carer