Record a payment

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Payments shows the month's payments: who paid, how, the amount, what it paid for and its status (not matched, to deposit, at the bank, reversed). Each payment pays the family's oldest invoices first; what is left is the family's credit for the next invoice. "Pay a different invoice first" changes the order for one payment.

In the dialog: the amount, the day it was received, how (Interac e-Transfer, cash, cheque, bank transfer, debit card, credit card, other), the sender as the bank shows it, and the reference (an e-Transfer's reference or a cheque's number is required). KeepCount suggests the family from the sender's name and the amount owed ("Pays INV-00412 $200.00 of $476.67 (part)"). "Keep it to match later" puts it on To match with the sender's name.

To match lists money received with no family yet, oldest first; after 10 days each one shows under Needs you. "Link to account" or "Choose the family" matches it. A payment opened from the list has "Print a receipt"; an owner or an administrator who bills families can also undo a match or reverse a payment, with the reason.