How can I see who has or hasn’t paid?
Issue: I want to be able to check an account and see who has or who hasn't’ paid.
Solution: In order to run the Who’s Not Paid reports a Unit Cost must be assigned to an account. It will also be helpful to add the Student/Staff into a Named Group to make searching easier.
To see who hasn’t paid
- Go to Reports > Who’s Not Paid
- Select the Account you need to view (this will only show those accounts with Unit Costs)
- Select any Dates you wish to limit the search to
- Select either the Year, Class or Group you wish to view
- Click Search
This then produces a list of names with their payments and Outstanding Balances
Tip: Should you also want to include in the Report all the ones who have paid in Full, then tick the box for Show Paid Balances before clicking Search.