Contents x
    Payment History
    • 2 Minutes to read
    • Print
    • Dark
      Light
    Contents

    Payment History

    • 2 Minutes to read
    • Print
    • Dark
      Light
    Article summary

    When someone has made a payment via a form, this needs to be processed. In the case of the credit card process - assuming the user completes the payment piece correctly, then the entry is marked in infoodle as 'paid' directly. In the case of the other methods (cheque, direct credit, free format) then you need to manually enter the payment on the entry. To do this:

    1. Click Forms in the Navigation bar/menu.
    2. Search or scroll down to the form you are interested in. If any entries have been received it will have the entries icon beside it.

    image.png

    1. Click on this icon.
      image.png

    2. This will bring up a list of all the form entries starting with the most recent first. In this instance you may choose to show just the "Not paid" entries. Click on the entry which needs payment information updated.

    3. Scroll down the page to Step 2 Payment History.
      image.png

    4. Click on the Add payment button.

    5. Select the payment method that was used from the dropdown list.

    6. Add a note e.g. the date of payment (optional).

    7. Click Save.

    You will now see that the Total Outstanding is $0.00 and in the Form Entry List the amount is showing as Paid.

    Note

    The payment will NOT show up in the contacts profile or in the receipts screen until after the transactions has come into infoodle (either via Xero or bank statement import) and then been reconciled in Infoodle. If you don't import your transactions into infoodle but rather manually add your transactions into infoodle then the transaction will show when the transaction is reconciled to a contact whilst manually adding it to infoodle.

    Once a form is approved, you can now create an invoice in xero. Click here for more details on how to do this.

    If you have the financial package in infoodle - then you will also see the transactions appear in the screens to reconcile as the people pay. In this scenario you need to first ensure that you have processed each form entry at least to a person - i.e. you have gone onto the form entry, and assigned the data to an individual either by adding a new person, or matching the entry with an existing person. If there are outstanding form entries that have not been processed this way, the reconcile screens will warn you. As you search for peoples names in the reconcile or add transactions screens, if that person matches a form entry that is awaiting payment, then the form is listed - and allows you to pay it. Click here for more information.

    Was this article helpful?
    What's Next