NSW Finance - Paying a Single Line Item

Note: This article is for the benefit of New South Wales schools only.

A payment received can be assigned to multiple line items across the family or applied to a dedicated single line item. To apply a single payment to multiple line items refer to the article Paying Multiple Line Items with a Single Payment

TO PAY A LINE ITEM

1. Find the student using one of the search tools available

2. Click on the student Finance ($) icon

3. Find the Line Item you wish to pay and click the Add a Payment icon. 

4. Complete all fields.

• Amount (mandatory) - must be positive
• Payment Method (mandatory) - click the required payment method button.  If choosing Cheque or Money Order, additional fields will be requested to identify the document used e.g
• Till (mandatory for all payment methods except Third Party) - the till that is receiving the payment.  Note: A till session is dedicated to a single user to aid reconciliation.   Once a till has been selected by a user, that till will become unavailable to all others users until the till session is closed.  This means that any discrepancies encountered for a till session can be attributed to a single user.
• Paid by - all caregivers who have finance access will be displayed as buttons for quick entry. Click the button to fill the Paid by field with that name. You can also type a different name in the Paid by field if necessary i.e. grandparent. This field will display on a receipt.
• Comment (optional) - further relevant info
• Date (mandatory) - date of the payment 

5. Click SAVE to create the payment.

6. A resulting Payment transaction will be created and will be included in the banking for the selected till session.