How To Review Uploaded Payment Proofs and Approve Payment
SchoolFocus EdTech Solutions |
12 steps |
3 minutes
**Note** that you need some special access privileges for payment approval in order to be able to fully handle review and approval of payment proofs.
1
Sign in to your school portal as administrator \
(or accountant, if you have been assigned the privilege to approve payments)
2
If there a pending uploaded payment proofs, you will immediately see the notification at the top of your account dashboard as shown below.\
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Click the "Review Payment Proofs" button to proceed to the list of pending uploaded payment proofs.
3
Alternatively, you can also access the list by going through the sidebar menu.\
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To access from the sidebar menu, click the "FINANCE" menu-group.
4
Click the "Fees / Bursary" menu
5
Click the "Review Payment Proofs" sub-menu
6
You will see the list of pending payment proof (awaiting review), if any.\
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You may click the zoom icon to preview the proof of payment uploaded.
7
To approve the payment, click the Checkmark icon to open the general payment collection/reconciliation interface
8
Select the type of payment made (Part or Full/Complete Payment)
9
Select the *Payment Method* used for the payment.\
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Also, add description/notes for the payment (if any) to the *Note* field.
10
Click "Approve Payment"
11
Click "Yes. Go On."
12
Once successful, you may scroll down and click the "Print" button to print the updated invoice/receipt