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Process an Over-the-Counter Payment

Over-the-counter payment processing is used when a fee payer pays directly at the school.

  1. Create the payment

    From the FNO dashboard, open Modules ▸ Accounts receivable, expand Payments, and click Over the counter payment. Click + Create Customer Payment in the Action Pane. Choose the Customer ID from the list (④). Select the payment method (e.g., credit card or cash) from the Method of payment column (⑥). Enter the Amount being paid (⑦) and select the payment account where the funds will be deposited. Mark the invoices to which the payment should be applied (⑧).

    If the payment exceeds the invoice total, the system automatically checks the Pay in Advance box and records the extra amount as an advance.

    Process an Over-the-Counter Payment — the Over the counter payment form with the fee payer selected, invoice marked, Method of payment, and Amount fields

  2. Post and deliver the receipt

    Click Post to finalise the entry. In the dialog, select your print and/or email receipt options and click OK.