For center administrators with edit access to Billing.

Record cash, a check or other money you already received. Use the day the money really arrived.

Record a payment on one bill

1. Open Money > Invoices and open the bill.

2. Choose Take a payment. If it asks How did they pay?, choose Cash, check, Zelle or PO.

3. In How, choose Cash, Check, Bank transfer or Zelle, or PO or other.

4. Enter the Amount. It can’t be more than what is owed on the bill. If the family paid more, the form offers to record it for the family instead.

5. Set Received to the day the money arrived. It starts at today and can’t be a future date.

6. Put the check or PO number in Check or PO number, if you have one. Add a note writes a note only your office sees.

7. If someone outside the family paid, choose them in Paid by. It starts at Family.

8. Choose the button that names the amount, such as Record $45.00. Choose it again to confirm. Then choose Done.

One payment for several bills

When a family pays several bills with one check or one cash amount, record it once from the family.

1. Open Families and open the family.

2. On the Money card, choose Record payment. If more than one person pays, pick the button with the right name. On the newer screens, choose Take payment at the top right, then the person’s name if asked.

3. Enter the Amount. Choose How it arrived and set Date received.

4. Bloomily pays the bill with the oldest due date first. To split it yourself, choose Choose the bills and enter an amount for each.

5. Choose Record payment, then confirm. Choose Done.

If your school emails receipts for these payments, you type a few words to confirm first.

Only bills addressed to that person count. A plan month’s draft can take the money too. It is posted to the family’s account first, and nobody is emailed. Other drafts are never paid this way.

If the amount is more than the family owes now, Bloomily puts the rest toward their upcoming plan months, or their balance on account if your school uses one. If neither applies, it stops and tells you.

Walkthrough: Split one payment across bills

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

The recording types a few words to confirm. Only some schools see that step.

Check the result

Recording a payment doesn’t charge a card or move money. Use it only for money you already have.

Check for an existing payment first so the same money isn’t recorded twice. A bank payment that is still processing is not the same as cash you haven’t recorded.

To fix a payment’s note or check number, open the payment and choose Edit payment. If the amount or the bill was wrong, choose Reverse payment on it, then record it again.