How do I enter payments from parents?
To view a video clip of this procedure, click
1. From anywhere in the system,
click on the green “Accts” puzzle piece on the left hand side; or from the home
menu, click the "Billing” and then click the "Accounts Processing”
2. Select the appropriate
category of children and click the "Search" button.
3. Select the child's name for
who you wish to process a payment for and click on the “Receipts” radial button
so it is highlighted in red.
4. Click the "Create”
5. Enter in and
“Comments” you would like to show on the bill payer’s statement.
6. Enter the
date the payment was made in the “Payment Date” field
7. Enter the
amount of the payment in the "Payment Amount" field
8. Select the "Payment
Method" from the drop down list.
If the payment has been received by cheque and you use the “Bank Lodgment
Form” function in Infocare; enter in the cheque details.
9. Click the "Update"
button to save this payment to the "Uncommitted list" and return to
the “Accounts Processing” screen.
If you wish to discard the details you have entered here, click the
"Delete" button to discard all details for this payment, confirm your
request and then return to the “Accounts Processing” screen.
Repeat this process for all of the payments you wish to process at this
time. Each receipt will be saved to the
"Uncommitted Items" list.
10. When you
have completed entering all of your payments, click the "View" button
under the “Uncommitted Items” list.
11. You can
either click the “Commit” button at the end of each payment type list or click
the “Previous” button and click the “Commit All” button.
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