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Record a cash payment
If a family pays in cash at the counter, record the payment and create a paid receipt.
Prerequisites
- Role View and create payments.
- The app Payments is switched on (Payments).
Steps
- Select Payments.
- Select Record payment.
- Enter the name of the account or the participant, e.g.
Alex Beispiel, and select the entry. - Under Who pays, review the account and, under Billing address, the address.
- Under What for, select the paid items. If only part is paid, change the amount; Part payment · rest stays open then appears under the item.
- If the account has credit that no open receipt holds, select Apply credit.
- To see the Change, enter the amount received under Received.
- Select “Book {amount} & print receipt”.
Result
The receipt is paid and opens for printing. If an email address is stored, the family also receives it by email. The items disappear from Open.
If it does not work
| Problem | Remedy |
|---|---|
| The registration is missing under What for. | It has no payment obligation. See Add a payment obligation to a registration. |
| The billing address is missing. | Add it, or select Book without address. |
| “Say why “{offer}” is reduced.” appears. | The participant has no account on which a remainder could stay open. The reduced amount therefore counts as a reduction. Enter a note under the item. See Grant a reduction when settling. |