MiaChiesaCollect and refund catechism fees
Find the fees still due, record a cash, bank transfer or cheque payment, and refund a fee, fully or in part.
Find the fees to collect
Open Catechism and then Catechism fees. At the top you find Expected fees · year, Collected, Pending and Refunded. In Movements filter by Outstanding, Settled or Waived, search for a child or pick a group from All groups.
Record a settlement
On the row of an Outstanding fee select Settle fee. In Record the settlement check Amount collected, choose the Method among Cash, Bank transfer and Cheque, then select Record settlement.
Check the movement
The row becomes Settled, with method and date, and the Collected total updates. With Export CSV you download the movements for the accounts.
Refund a fee
On the row of a Settled fee select Refund. In Refund this payment? choose Full or Partial: with Partial you enter Amount to refund and see Still refundable below. Write the Reason, which stays in the ledger and the family never sees, and confirm with Refund.
Payment refunded appears and the enrollment returns to «to pay». Card payments are refunded through Stripe. For several fees at once, tick the rows and use Refund selected.
What you have achieved
- Fees collected by hand show as Settled, with method and date.
- Refunds are recorded in the movements and the enrollment returns to to pay.
Troubleshooting
I can’t see Settle fee
It appears only on Outstanding fees, and you also need Manage catechism enrolments besides Manage catechism payments.
I see “You do not have permission to update the enrollment's payment status: managing catechism enrollments is required. No movement was recorded.”
Ask whoever manages catechism for Manage catechism enrolments, then record the settlement again.
I can’t see Refund
You need Refund catechism fees; the button appears only on Settled fees with an amount still refundable.
I see “Could not refund the payment.”
The refund did not go through: check the movement and try again.