This guide walks through how to run payments for homestay families.
Who can do this: Homestay Coordinators and Institutional Admins.
Running payments
A payment run brings together everything owed to homestay families for a given period and lets you export a file to process the payments through your bank.
Steps
1. Go to Finance
Select Finance from the left-hand menu.
2. Start a new run
Click New Run.
3. Choose the pay period
The start and end dates default to the current week. Adjust them if you need to cover a different period, then click Create Payment Run.
4. Review what's included
A draft is created with all the payment amounts owed to families for placements during that period. Amounts are grouped by family.
- Check each family's amounts look correct.
- If something shouldn't be included, use the toggle on that row to exclude it.
- Need to add a one-off payment or deduction? Click **Add Adjustment**.
5. Finalise the run
When you're happy with everything, click Finalise. This locks the run so no more changes can be made.
> Changed your mind? Click Revert to Draft to unlock the run and make edits.
6. Export and pay
Click Export Bank Batch to download a file you can import into your bank's portal to process the payments.
7. Mark as done
Once the payments have gone through your bank, come back to the payment run and click Complete. This updates the payment history for each family.
Things to know
A draft payment run can be cancelled at any time with Cancel Run, but once cancelled it can't be recovered.
Avoid creating more than one payment run for the same period, as this could result in families being paid twice.