Use Cash & Other Payments to keep a record of payments received outside the school app, such as cash or cheques.
Recording a payment for the first time? Follow Mark a Payment Received Outside the School App.
1. Record a refund
This records a refund; it does not return money to the payer. Arrange the refund with the parent or guardian first, then update the record. Use this section only for payments received outside the app.
- Open Payments → Cash & Other Payments from the Dashboard.
- Find the payment and click its Refund icon.
- Enter the refund information.
- Check the details and click Save.
2. Export a reconciliation report
- Open Payments → Cash & Other Payments.
- Set the dates and any other filters needed, such as item name or payment type.
- Click Search and check the results.
- Click Export.
For a month-end report, use the start and end dates of the month you are reconciling.
3. Send a receipt
- Open Payments → Cash & Other Payments.
- Find the payment and click Send receipt.
If Send receipt is unavailable
- Click the payment's Edit icon.
- Set Receipt Email to Yes.
- Enter and check the recipient's email address.
- Click Submit.
Receipt emails can also be enabled when you first record a payment.