How To Reconcile Offline or Manually Received Payment for an Invoice
SchoolsFocus EdTech Solutions
8 steps
2 minutes
Schoolsfocus
You can use this method to tell the system that you have collected such invoice payment through other means outside of the portal's online payment processing system - so the system can mark the payment accordingly, update the invoice, and generate payment receipt.\ \ Your portal account must have the "**Manually Collect and Approve Payments"** privilege in order to handle manual payment reconciliation.
1
Sign in to your school portal as an admin or accountant and locate the invoice you want to record its manual/offline payment.
2
Click "Offline Payment"
3
To record part payment, Click "**Part Payment**" and specify the amount paid in the transaction
4
If invoice payable amount was paid in full, then click "**Complete Payment**". The amount box will be filled in automatically for you. So, ensure you have received up to that amount already from the payer.
5
Click the "-Select Payment Method -" dropdown and select the method through which the payment was received
6
Optionally, you may add additional information in the "Note" input box if necessary.\ This is the ideal place to input details like Teller No., Cheque No., etc. (or any other details you may want to capture about the payment)
7
Click "**Approve Payment**" and if you're sure you have received the payment, then go ahead to click "**Yes, Go On.**" in the confirmation box displayed.
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Once the payment is successfully recorded, you will see the payment details now updated in the receipt (payment history) section of the invoice.\ You may (optionally) click to ***Print*** or ***Download / Share*** the receipt (updated invoice).
