Taking Payment of a Bond

Taking payment of a bond in OWNA will result in a credit being applied in the Family Transactions. To hold this amount as a bond (as opposed to applying it to paying for fees), you will also need to add a Debit charge to offset this amount.

💻 Billing > Family Transactions

1. Select a Family
2. Click Get Transaction Statement

💡 The Payment and Charge can be done in either order!

1. Click on the Action button (on the right)
2. Select Add Transaction
3. Select Add Debit (from the Credit or Debit dropdown)
4. Enter the Amount charged
5. Enter a Transaction Description (e.g. Bond Charged)
6. Optional: Backdate to the same date as the payment
7. Click Add Transaction

1. Click on the Action button (on the right)
2. Select Take Payment
3. Enter the Amount to Pay
4. Enter a Transaction Description (e.g. Bond Paid)
5. Click Take Payment

➜ Take a One-Off Payment

You can also generate an invoice for the family that will pick up the debit amount and charge them. In this instance, the payment of the invoice replaces the Take Payment step and automatically applies a payment credit to the transactions.

Once the Charge and Credit have been applied to the account, the balance should return to zero as there will be no outstanding debits or credits.

➜ Record the Bond being held in the Family Account

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