How to change a payment recorded for a customer
If you need to change a payment recorded for a customer in Kids Club HQ, pease follow the steps below.
Click on the ‘Customers‘ menu item in the left navigation menu:
Find the customer that you would like to remove the payment for in the list of customers then click the ‘View‘ button to the right of the customer in the list.
When viewing the customers details, click the ‘Account History‘ tab to show the bookings and payments recorded for the customer:
Find the payment that you would like to change in the account history tab then click the Edit… button to the right of it:
You will be prompted with the details of the payment where you can make any changes required:
If you choose to reduce the amount paid, you may be prompted to check what will happen when you make that change.
If you are reducing the amount paid, the prompts may include:
- Bookings: If the payment was used for one or more bookings, the difference will be removed from those bookings and the bookings status will be changed to Unpaid or Partially Paid
- Account Credit If the payment (or part of it) was added to account credit, the difference will be removed from account credit. If there is not currently any account credit for the parent, you will be asked to choose which bookings to remove credit payemnts from where account credit was used to pay off the booking (or part of it)
If you increase the amount paid, the additional amount will be added to account credit:
Once you have changed the payment as appropriate, click ‘Save‘ to complete the change.