Contents - Index

Payments


Client Payments

Select an account record where a payment is required
Click Payments

This screen will appear:




Select a payment method


  • Edit the Payment Date (if needed ). 

    It can be edited by selecting the whole date and overtyping it. You must use this format: 31/12/07 
    (don't use 31/12/2007) Remember to include the forward slashes ( / )
  • Edit the Payment Amount field if needed.
  • Close the Payments Form


    The Account screen should now look something like this:




    To view previous payments or enter another payment towards fees for the same visit:


    Select an account
    Click Payments



    The new payment record will appear like this:



    Enter the details as above.