When parents pay extra, the amount will be recorded as a Payment Balance in the Family Ledger. You can use this amount to pay for any outstanding invoices for this family. If you need help navigating the Family Ledger, you can visit the CareConnect Billing - Family Ledger for more details. This guide will show you how to apply existing credit to Invoice(s). You can Apply Payments to use the leftover balance that your parents have paid you.
1. Go to the Billing module → Click on the student name from Overview/Plans/Transactions page. This will lead you to the Family Ledger page.
2. Apply Payment options
a. You can click on under the Action column to Apply Payment which uses the existing credit from this family's account to quickly Apply an Invoice
Note: The payment balance will be applied to the Invoice with the earliest due date
b. if you want to choose a specific invoice to Apply for the payment, you can click on the Payment ID# to view the details of that payment.
Click on Edit → Enter the amount that you need to apply for each invoice item → Tap on Save once you have done allocating the Payment Balance.
Note: Apply To Invoice will automatically apply the maximum amount available down the invoice list.