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editing_payments [2007/11/01 13:45] 24.233.129.58 created |
editing_payments [2018/11/01 13:34] (current) |
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| === Mark a Payment as Not Paid === | === Mark a Payment as Not Paid === | ||
| - | :!: Payments marked as paid are used to calculate numbers on weekly franchise reports. If you change a payment after the franchise report has been printed, the numbers in your Simple Appointments software will not match. If the payment has any chance of having been included on a franchise report, it is better to enter a refund than to mark the payment as not paid. | + | :!: Payments marked as paid are used to calculate numbers on [[View Franchise Reports|weekly franchise reports]]. If you change a payment after the franchise report has been printed, the numbers in your Simple Appointments software will not match. If the payment has any chance of having been included on a franchise report, it is better to enter a refund than to mark the payment as not paid. |
| To mark a payment as not paid, simply click the red 'X' next to the date under the "Paid Date" column. | To mark a payment as not paid, simply click the red 'X' next to the date under the "Paid Date" column. | ||
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| This field is the amount that the studio will be receiving. It defaults to the before tax amount of the payment. | This field is the amount that the studio will be receiving. It defaults to the before tax amount of the payment. | ||
| - | **Taxes and 3rd Party Loans:** If your studio has taxes or 3rd party loans, this should be the amount before any taxes or 3rd party loan fees. Taxes will be recalculated for this new amount. | + | **Taxes and 3rd Party Loans:** If your studio has taxes or 3rd party loans, this should be the amount before any taxes or 3rd party loan fees. Taxes will be recalculated for this new amount. |
| :!: Changing the amount of a unit payment will affect other unit payments. If you increase the amount of a payment, the last payment the student makes will be decreased by the same amount. If you decrease the amount of a payment, a new payment will be added for the amount you decreased. The due date of this new payment will be the same as that of the payment you are editing. | :!: Changing the amount of a unit payment will affect other unit payments. If you increase the amount of a payment, the last payment the student makes will be decreased by the same amount. If you decrease the amount of a payment, a new payment will be added for the amount you decreased. The due date of this new payment will be the same as that of the payment you are editing. | ||