🔒 To access Finances, you'll need the Show Financial Reports permission enabled
Adding a Voucher as a One-off Payment
A voucher payment can be applied to a specific invoice or simply applied to the account.
To add a voucher payment:
Log in to the app and click on Finances in your sidebar
Next, click on Payments
Use the Add payment button and enter the bill payer's name in the Payment for section
From the Payment method menu, select Voucher from the drop-down menu
Enter the Payment date and link it to an invoice if needed
Next, enter the Amount and a Note if you need to jot down extra information
Next, link the voucher company. If you cannot find the voucher company under Search for existing, you can select New voucher company and enter the details
Once you have entered all the details, click Add
Confirming a Voucher Payment
The last step is to confirm that you have received the voucher payment. To do this:
Log in to the app and click on Finances in your sidebar
Next, click on Payments
Now use the filter to select Voucher in the Method box
Next, check the Unconfirmed option in the Status box, to show only the unconfirmed voucher payments
Click each voucher and click Confirm to confirm receipt of that voucher payment
💡 You can also confirm voucher payments from an individual child's Billing tab by clicking on the payment in the Bill payers section