Overdue Payments
Answered
We have an overdue amount of $5,285, and I ran a report to review these outstanding balances.
I noticed one client in particular has an outstanding balance of $330 for a package that was eventually canceled. This package is in his Activity Highlights...
How can I delete unwanted (and unused) packages from the student's history, and have a true balance reflected on my Dashboard? Should I Update Credits to "0"? How do I get rid of the $330 canceled payment request?
Thank you, L
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Official comment
Hello Lynn, great question! To accomplish this, navigate to this client card, and click on the Activity Highlights drop-down, then click on their package.
In their package, you will need to update their credits to 0
Then, to stop this payment request from appearing in your reporting, click on Archive.
However, it is important to note that this payment request has already been cancelled, so this client is not actually showing an outstanding balance. The outstanding total in your initial report is coming from other clients, so it won't decrease when you archive this payment. If you find any other clients where there appears to be a discrepancy, leave us a comment and we can investigate, thank you! -
I found another student in a similar situation. I have updated the credits, but there is no Archive button to click.
What can be done in this situation?
Lynn
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Thanks Lynn! This situation is different because in this case the payment is still due. If this needs to be cancelled, click the tri-dots in that rectangle area, and Cancel Payment Request. You should be able to proceed after this
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