Charge details

Shows who the charge is for.

For a child it reads "Paid by" and the parent's name, then the group or No group. The Close (X) button closes the panel.

Tells you how much is owed and for what, and why the amount differs from the plan price.

Shows the amount, the status label and the description (or plan name). For an unpaid plan charge with a discount or correction there's a breakdown:

• Base price: the plan price, struck through;
• Standing override: this member's own price on the plan, lower or higher, applied to all their charges on it;
• This charge only: a one-time correction made to this charge alone.

The payer sees the reasons you gave for a standing price and for a one-time correction on their own payments page, next to the base price.

For a waived charge it reads "Waived —" and the reason.

Shows when the charge was issued, when it's due and when and how it was paid.

• Due date: when it must be paid.
• Issued: when the charge was created.
• Reminders sent (unpaid only), for example "2× (last 3 Oct)" or None yet. The count includes manual reminders and the automatic overdue notices (up to three).
• Paid on (paid only), the payment date; if after the due date, it adds "Was overdue · paid Nd late".
• Paid via: the Online, Cash or Bank transfer label.

Helps you understand what the payer sees and whether to collect the money in person.

Only shown for an unpaid charge. With Stripe connected: "The payer sees a “Pay now” button, a successful online payment marks this charge paid automatically." Without: "No Stripe connected, the payer sees the amount and due date with in-person payment instructions. Everything here still works; only online pay is hidden."

Record that you received the full amount and add it to income.

Need the Record payments permission. Each one asks first, "Mark … as paid in cash? The payer will be notified." (or by bank transfer), and you choose Yes, mark as paid or Back. The payment is dated today. The amount is always the charge's full amount, partial payment isn't supported. After you confirm, "Charge marked as paid." appears, the panel stays open, and below it reads "Marked as paid. Wrong member? You can still take this back." with Undo and Done. The payer is notified that a payment was recorded (the Recorded Payments notification), and the owner and staff with the View financials permission who reach the charge's group get a "Charge paid" notification. If the charge is for a pack, paying it grants the credits.

Sends a notification with the amount and due date, or how overdue it is.

Needs the Send payment reminders permission. Sent at once; "Reminder sent." appears. The notification is titled "Upcoming charge" before the due date and "Overdue charge" after it. You can remind as often as you like, and it works whatever the automatic notices have already sent. The Reminders sent count goes up.

Corrects this charge alone, for example when a member missed part of the month.

Needs the Manage charges permission. Opens a form with New amount and Reason; press Save or Back. Every amount change is kept with its reason and who made it. The payer sees your reason on their own payments page, as "Reason the amount was changed", with the previous amount struck through.

Clears the debt while keeping the reason.

Needs the Manage charges permission. Opens Waive reason with the presets Sibling discount, Scholarship, Staff family, Sick month (selected by default) and Other…. Other… reveals a box for your own reason (up to 500 characters). Press Confirm waive or Back. "Charge waived." appears, the panel closes and the payer is notified. It can't be undone.

Stops the charge being owed, with no reason and no notification to the payer.

Needs the Manage charges permission. It asks "This charge will no longer be collectible. This can't be undone." Press Yes, cancel charge or Back. "Charge cancelled." appears and the panel closes.

Fixes a payment recorded by mistake, for example against the wrong member, without losing the charge itself.

Needs the Record payments permission. Shown on a charge paid by Cash or Bank transfer, at any time after payment, with the text "This payment was recorded by hand. Undoing it puts the charge back to unpaid and removes the payment from your totals." Right after Mark paid, cash or Mark paid, bank, the same action is the Undo button. The charge is owed again; "Charge put back to unpaid." appears. On failure you see "Couldn't undo. Showing the current state instead." and can retry. If the charge was for a pack, undoing it also removes the pack: lessons already taken from it become visits owed (Visits owed (no pack) under Pack balances), and are covered at once from another pack the member has, if any. The payer is not sent any notification about the undo. Not available for online payments.

Clears a charge that shouldn't exist at all, for example a manual payment recorded by mistake.

The server requires the Manage charges permission. Shown on a charge that isn't unpaid and wasn't paid online. It asks "This charge will be removed from the records. This can't be undone.", or for a paid charge "This charge and the cash/bank payment recorded against it will be removed from the records, including from your revenue totals." Press Yes, delete charge or Back. "Charge deleted." appears.