Homebased: Recording Family Payments

Manually received payments such as cash, eftpos or direct deposit can be assigned to parent/guardian accounts through Discover. 

These should only be recorded if the service has already received the payment. 

Administrators

To input a manual payment, administrators have two options.

Option 1

1) Navigate to the Children tab

2) Select the Bill Payers name

3) Select Make Payment from the menu along the bottom of the page

4) Populate the data for Payment Method, Receipt Date, Receipt Amount, Donation Amount, Receipt Comment, Transaction Number, Transaction Reference and Bank Number

5) Once you have entered all information, select Create

This will now appear on the parents account and be visible in your Recent Payments screen.

Option 2

1) Navigate to Payments tab

2) Select Recent Payments

3) Select Create New

4) Select the Bill Payer from the drop down

5) Populate the data for Payment Method, Receipt Date, Receipt Amount, Donation Amount, Receipt Comment, Transaction Number, Transaction Reference and Bank Number

5) Once you have entered all information, select Create

This will now appear on the parents account.

Reverse a Manual Payment

If you have made a mistake and need to reverse a manually inputted payment:

1) Navigate to Payments

2) Select Recent Payments

3) Locate the payment in need of reversal

4) On this transaction screen, press Reverse

5) The screen will ask Are You Sure, select Yes

This will now be removed from the parent account. 

Check out our video on how to Record and Reverse Manual Payments within the Discover system.

Send Parent/Guardian Statement

1) Navigate to the Children tab

2) Select the Bill Payer

3) Along the menu to the bottom of the page, select Show Statement

4) Input the date range using the filters at the top of the screen

5) Select View

6) Select Email Billpayer

Educators

Educators can record payments made by families via the Discover app.

1. Once logged in, tap on 'Payments' at the top right of the screen.

2. Enter the Child information, payment method, date created, receipt amount, and any further optional fields.

3. Tap 'Make Payment'. The payment will now be visible on the family account and reports within Discover.