The Payments Dashboard shows a history of payments that occurred, both transactions - through the Kicksite system and payments- outside the Kickste system (i.e cash, check, etc). To view the Payments Dashboard, hover over the Finance tab and then click Payments.
This will take you to the Payments dashboard.
To view the student profile, click on the student name.
Notice that voided payments are in red and in parentheses to make it stand out and easy to see.
If the payment came from an invoice, the invoice number and payment method will show under the payment reason as a blue link. You can click on this link to take you to the invoice to see it.
The Payments dashboard can also be exported to Excel. This option is on the bottom left side of the screen.
The Edit button on the far right of the row will let you edit that particular payment. Make sure to click the 'Update Payment' button to save your new changes.
To Record a Payment, click the link in the top right that says "Record a Payment'. Recording a payment means that the student paid for this invoice and did not use the Kicksite billing system. It is just a history of payments that occurred.
A payment can be recorded along with the date, payment reason, payment method, and amount. Make sure to click the 'Add Payment' button to save your new payment.
You can also search for specific payments by clicking the 'Search Payments' link on the top right of the Payments Dashboard.
This brings up filters to be used to search for the payments that you want. You can fill out one of these boxes, or all of these boxes. It just depends on how specific you want to be in your search. Once you have decided on what to filter for, click the search button and your results will show on the screen.