Receive late and partial payments
Receive late payments from your students, customers, or vendors.
Your Invoices menu shows you a list of all your invoices along with its statuses. If you’ll notice, some of these invoices are still in pending, partial, pending confirmation, or failed statuses. These statuses mean that a student, customer, or vendor has an existing unpaid balance that is yet to be paid.
We’ll help you complete these transactions and receive your customer’s existing balances with you.
Status: Pending, Failed, Pending Confirmation
- Go to Invoices, then find the invoice with pending, partial, or failed statuses.
- At the end of the invoice, select More options ⠇, then select Payment.
- On the Checkout window, enter the amount equal to their existing balance.
If they just want to pay partially to lessen their existing balance, you can edit the amount based on how much they’ll pay.
- Select your student’s preferred payment method.
This may vary depending on the payment service connected to your account. If you don’t have either Stripe, Razorpay, or Nelnet connected, the default payment methods available should be cash or cheque.
- Enter their payment details. If they already have one, select the payment they want to use, then continue to step 5.
- (Optional) If the student agreed to save their information on file, select the Store on file checkbox.
- Select Checkout.
The invoice’s status should now be updated based on the payment they made. If they paid their balance in full, it should update to “Completed,” otherwise, it should update to “Partial.”
Status: Pending Confirmation
Your student can opt to pay it using any payment method. This determines the next steps that you should follow next.
Students can pay for their membership using cash, cheque, Zelle, or other external payment methods. Since these transactions happen externally, Wajooba doesn’t have a way to record it real-time.
We advise you to follow these steps once you receive their payment.
- Go to Invoices and find the invoice the student paid for. The invoice should still show as “Pending Confirmation.”
- At the end of the invoice, select More Options ⠇and select Confirm Payment.
- Enter the amount the student paid.
The student can also pay it partially. In this case, the invoice will be updated to “Partial.” To complete the payment, follow the steps on how to receive payments from invoices with “Partial” status.
- Add a note about the payment such as the payment method, receiver, and date of payment.
- Select Yes. If the student paid you in full, the status of the invoice should update to “Complete.”
The student can pay their balance using their card, you can also process the payment for them as long as they agreed, and you have their card details.
To process the payment on their behalf, follow these steps.
- Go to Invoices and find the invoice the student paid for. The invoice should still show as “Pending Confirmation.”,/li>
- At the end of the invoice, select More Options ⠇and select Payment.
- On the Checkout window, enter the amount equal to their existing balance.
If they just want to pay partially to lessen their existing balance, you can edit the amount based on how much they’ll pay.
- Select your student’s preferred payment method.
- Enter their payment details. If they already have one, select the payment they want to use, then continue to step 5.
- (Optional) If the student agreed to save their information on file, select the Store on file checkbox.
- Select Checkout.
The invoice’s status should now be updated based on the payment they made. If they paid their balance in full, it should update to “Completed,” otherwise, it should update to “Partial.” In this case, follow the steps on how to receive payments from invoices with “Partial” status.
Created by: Paul Romuel Danila