Recording and Correcting Payment Slip Payments

Payment slips track payments to staff; invoice payments track payments from clients.

Enter a staff payment

1. Open the correct payment slip, or select slips in the list.
2. Choose Enter Payment for one or Enter Payments for a selection.
3. Enter the amount, payment date, reference, and notes. Use Pay All Slips In Full only when the selected balances were actually paid in full.
4. Check each payee and amount, then choose Save Payments.
5. Verify the slip's amount paid, amount due, and Awaiting Payment, Partially Paid, or Paid state.

Correct an incorrectly recorded payment

On the slip detail, inspect Payments. Authorized users can use Remove on a payment record, then enter the correct record as appropriate. Review the recalculated balance and audit history. Removing a record does not reverse a bank transfer or refund money.

Release an unpaid slip

Eligible unpaid slips can be deleted with Full Access and Delete Payment Slips, releasing their entries. Paid or partially paid slips cannot simply be deleted as unpaid. Resolve payment records through the authorized correction process first.

Entering or removing slip payments requires Full Access and Enter Payment Slip Payments. Paying a slip does not make its source entries editable.

Access and availability

The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.