Receipt Offline or External Payment & Remove a Payment

Receipt Offline Payment & Mark Request as Paid

Payment is receipted and the payment request is marked as paid automatically where a student uses the self-serve option and places payment via a payment gateway in the student portal.

If your RTO will accept offline or external payment methods (such as cash, cheque or buy now pay later providers) then an admin user will need to manually receipt a payment against the payment request. 

1. Locate the relevant payment request using method one or two as outlined on this help page
   
   
2. Click the receipt button
   
   
   
3. Record the payment details, including amount and date received, payment method and any internal payment reference 
   
   
   
4. Once details have been completed, click the save button
   
   
   
5. A copy of the invoice receipt is automatically emailed to the student

Remove or Delete a Payment

If a payment has been entered incorrectly (or you just want to remove it), it can be deleted. 

1. View or edit the payment request using method 1 or 2 described here
   
   

2. Payments will display in a list below the payment request details at the bottom of the window.
   To remove a payment, click the orange delete button 

   
   
   

3. A window will pop-up asking to confirm that the payment should be deleted