Overview
This applies only if you record received payments into Music Monitor. If you do not enter this information into Music Monitor, this does not apply.
The Payment Summary lists all invoices, the amount of the invoice, amount paid, and amount outstanding and summarises by Due Date. It also displays any credit amounts not yet applied to an invoice.
The Process
Go to Home > Accounts > Reports : Payment Summary.
The script opens the Student Accounts in Find mode. The default search criteria will find ALL Invoiced line items, as well as any 'overpayments' (credit amounts) that have been made.
Edit the search criteria if needed and select Continue
You will see the results on the next screen. You can do several things on this screen:
You can change the sort order by selecting any of the grey shaded headings. (Note: If you select the Debtor ID heading, you will see totals displayed for each debtor. Selecting either the Debtor ID or Name headings removes the Due Date subheadings.)
You can go to the Debtor record, by selecting the yellow-shaded name or Debtor ID. (To return to this Payment Summary from the Debtor screen, use the layout drop-down list, and select Student Accounts > Payment Summary.)
You can go to the Invoice by selecting the green EDIT button at the right of the record. (Again, to return to this Payment Summary, use the layout drop-down list, and select Student Accounts > Payment Summary.)
You can email the Debtor by selecting the envelope at the right of the record.
You can save the report as an Excel spreadsheet by selecting the white buttons at the top of the screen.
You can print a hard copy of the list (you will need to select landscape in the Print Setup). You can also MAKE PAYMENTS from this screen by selecting the yellow-shaded Amount Paid field on a particular record.
To return to List View, select the List View button near the top of the screen.