# Recording a payment

> HTT Schools training, step 16 of 49. For: School administrators.
> Source: https://understand.htt.llc/learn/schools/recording-a-payment · Updated 2026-10-15

Money in at the bursary, a receipt out. You will record a school-fee payment against a pupil’s invoice, print the receipt, and see how to undo a payment entered by mistake.

> **Note:** Sign in to HTT Schools as an administrator of your school to follow these steps.

## Step by step

### 1. Finance

Open Finance from the menu. The overview shows what has been collected, the collection rate, and every family that still owes.

![HTT Schools: finance — the screen at this step](https://storage.htt.llc/f/SJCAM0B2ZQ6CDJF91QS0ABZ1XG78VGW8)
*Step 1: Finance*

### 2. Find the invoice

A parent has come to pay. Find their child’s invoice — here, from the list of balances still owed.

### 3. The invoice

The invoice lists each fee, any discount, what has been paid so far, and what is still owing.

![HTT Schools: the invoice — the screen at this step](https://storage.htt.llc/f/3R6XS0VK36JQ5SA7WTE5Q4MPW4DAG9YS)
*Step 3: The invoice*

### 4. Record a payment

Press Record a payment.

### 5. Amount and method

The full balance is filled in for you. If the parent paid less, change it to the amount received — part payments are fine, and the rest stays owing. Then choose how it was paid: cash, a POS card payment, a bank transfer or a cheque.

![HTT Schools: amount and method — the screen at this step](https://storage.htt.llc/f/RWVRNKAP79QY7WEY4A4PSKPWR69RB8AA)
*Step 5: Amount and method*

### 6. Reference

Add the reference — the POS slip, the teller number or the cheque number — so the payment can always be traced. The receipt number is made for you.

![HTT Schools: reference — the screen at this step](https://storage.htt.llc/f/GFBH49HZVZ441XFJ9ZFQSPM33ZHQRZ1D)
*Step 6: Reference*

### 7. Record it

Press Record it. The payment is added to the invoice, and the balance drops straight away.

### 8. The receipt

Press Receipt to see the official receipt: the school, the amount in large figures, who paid, and the balance left — ready to print and hand over.

![HTT Schools: the receipt — the screen at this step](https://storage.htt.llc/f/8SB9VAFE2F8Z7VQCRNJ5HCVWSF08G57B)
*Step 8: The receipt*

### 9. Print

Press Print to print it, or Close to go back.

### 10. Reversing a mistake

If a payment was entered in error, or a cheque bounces, reverse it with the arrow on its row, and say why. The invoice goes back to owing that amount — but the receipt is never deleted. It stays on the books, struck through and marked Reversed, so no payment can quietly disappear.

![HTT Schools: reversing a mistake — the screen at this step](https://storage.htt.llc/f/KMMQBQJWFS9M1M6C648M63D41A2N86TJ)
*Step 10: Reversing a mistake*

> **Tip:** On a phone the steps are the same — the video shows them again on a phone, from its second chapter.

## Questions people ask

### Who is the “Recording a payment” training for?

School administrators. It is one step of the HTT Schools course, which is laid out in the order we recommend learning it.

### Do I need to sign in to HTT Schools for this?

Sign in to HTT Schools as an administrator of your school to follow these steps.

### Can I do this on a phone?

Yes. The steps are the same on a phone, and the video shows every step on a computer and then again on a phone.

### How long does this training take?

The video is about 5 minutes long. Reading the article takes less.