Receiving Offline Payments

Offline payment methods are payments received by Cash, Cheque, Bank or Wire transfer. These modes of payment are classified as offline payment methods because Cheqdin's billing and invoicing system will not receive payment or transaction updates in real-time. Hence, the term offline is used. However, you can still manually pass entries for any payments that you receive this way. 

Here's how you can receive offline payment and pass a corresponding entry into the system:

• Head to 'Billing' > 'Billing Dashboard' > Click on the ellipses (...) on the right-hand side corner of the respective child that you want to receive payment for.
• Select the 'Recieve Payment' option.
  
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• You can select the appropriate payment method from the options and update the entry with relevant details as needed.
• Once the payment details are updated, all subsequent information relating to the payment will be available in the 'All transactions' tab. The offline payment status, along with details of the method in which it was received, will be shown.
  
  
  
  Understanding how invoice settlements are calculated for students with multiple unpaid invoices: 
• Cheqdin adopts the FIFO (First in, First Out) concept flow for settling invoices in case of students with multiple unpaid invoices. For instance, if a student has two invoices due - Invoice 1 for £100 and Invoice 2 for £75 and you try to settle £125 for this student, the system will consider Invoice 1 as paid and Invoice 2 as partially paid. Thus, the child's total open balance will become £50 instead of £175.
  
  
                                                                  OR

• Head to Billing > 'Sent Invoices' and search by the child's name or invoice number to which you want to settle the payment.
   

• Select the 'Recieve Payment' option.

• You can select the appropriate payment method from the options and update the entry with relevant details as needed.  
• Once the payment details are updated, all subsequent information relating to the payment will be available in the 'All transactions' tab. The offline payment status along with details of the method in which it was received will be shown.