When an Organization such as a County or DES submits assistance payments for a student, you can enter that payment within the Eleyo system. Before the payment can be made, the Organization must exist in the system (Contacts > Organizations).
If Assistance is being used on the account, it can be set to create a Pending Assistance line item on the account and invoice. You can collect on a single individual Pending Assistance line item from the Child Care account. Note: If a particular check or payment is collecting for multiple students, there are additional steps to collect on all of the pending assistance at the same time.
Once the Organization has been confirmed or added, you can use the steps below to enter a single payment:
- Point to Child Care.
- Select Accounts.
- Search for and select the Account, then select Show Account
- Select Make A Payment.
- Complete the Making Payment For... form. The option for Payer would be Other. The Other payer would be the Organization.
- Select Process Payment.
If collecting Pending Assistance from an Organization, use the following:
- Point to Child Care.
- Select Accounts.
- Search for and select the Account, then select Show Account
- Select the magnifying glass to view desired Pending Assistance line item.
- On the right, select Collect.
- Complete the details on the form.
- Select Process Payment.