Go to Staff portal
Go to Child Management then Enrolled Children
Search for the child you wish to perform the Unlink Receipt
Select the Finance tab, under Invoice/Receipt, select the desired receipt and click on Unlink
The “Unlink Payment Receipt” pop up will appear
Fill in the necessary information and click on Confirm
A notification will appear indicating that the receipt has been unlinked
Note:
Mandatory fields include, Name of Requestor, Name of Approver, Reasons for Write-off and uploading of supporting documents.
System will generate an Invoice with the item “Credit Write-Off” (CDA/NCDA)* (GST taxable item).
The invoice amount will be the Credit write off amount. Reason, Requestor and Approver will be in the invoice remarks
The uploaded documents will be saved in the child’s profile under Documents > Finance tab