Go to Billing → Payments and click Record a payment, or click it on a family's Billing tab.
- Family: search by name, or by the reference in the e-Transfer message (like BRUNI-42, or just 42).
- Amount: filled in with what they owe. Change it if they paid something different.
- Method: Interac e-Transfer, pre-authorized debit, cheque, cash, card or other.
- Received: the date it came in.
- Reference: e.g. the e-Transfer or cheque number.
The family gets a receipt by email, and the payment comes off their balance (oldest invoice first).
Card payments and automatic payments are recorded for you.
Who owes what
Records → Reports → Billing: who owes what shows balances by how long they've been owing. Families are reminded automatically if you've set reminders in Billing settings.