How to Enter a Payment on a Family's Ledger

This help article will review how to enter a payment on a family's record in Hubbe. 

1. Navigate to the family's "Ledger" record (Family Menu > Finance > Ledger)
2. Click on the blue "Add Adjustment" button on the top left of the Ledger page
3. From the dropdown list, choose '+ Enter Payment'
4. In the modal that opens, address the following fields
   1. Payment ID - system generated number, can be left alone
   2. Payment Type - Choose the type of payment made (the system will default to Credit/Debit, but this can be edited)
   3. Payment Amount - Enter the amount the family has paid 
   4. Payment Date- This will default to the current date, but can be edited to the date the payment was made. 
      1. Note: The payment date will dictate which billing statement the payment will appear in
   5. Email receipt- This will be selected by default, but is optional and can be deselected 
      1. Note: The email will include a PDF of the payment receipt, which includes the description (if provided) - example of email shown below
   6. Description - Will be included in the payment's receipt, and visible on the ledger grid
   7. Ledger Details - These will prefill with an active student in the family. You can change the selection if needed. The schedule chosen will appear in the ledger attached to the fee. 
   8. Attachment - You can add an attachment to the payment (such as a copy of a check), which will be stored on the ledger for internal reference
5. Once all information has been added, click the blue "Save" button to record the payment. This will automatically update the family's Outstanding Balance and will be reflected in the parent portal. 

Example of payment email recevied by parent: