If your organization accepts third party payments, the Payer Status widget is a helpful tool to keep track of money that is owed by the payer. Within the widget, you can also make note of which payments you have received and apply them to the corresponding invoices.

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1. From your billing dashboard, you will see a widget called “Payer Status”. The widget view shows you a list of your payers that have amounts due. You can quickly identify how much is owed and if it is under or over 30 days.

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2. If you have received a voucher from a payer(s), you can click “Receive Payments” to start applying them to invoices.

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3. This will bring the widget into an expanded view that offers a few different filters. You can filter by date (invoice date), payer, and previously paid items.

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4. If you received a voucher from CCDF, you would choose that as your payer and the date range it corresponds to. This will provide you with a list of all of the invoices with open CCDF balances.

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5. Once you choose your filters, it may be helpful to select “Expand All” to see every invoice that has a payer balance for CCDF.

6. You can then start going down the list of which children received payment and start applying the amounts. If the voucher covers all invoices, you can click “Select All” to see the selected total and apply it with just a few clicks.

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7. Once you click “Submit Now” it will have you confirm that the amount is correct.

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8. Now that you have confirmed the amount, you will receive an exportable Payer Reconciliation Report with all of the needed information.

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