Manage people and open amounts in the appropriate review area

How to proceed

1. 1Open People and choose household member, child, or external person. Enter only the name and contact or note details needed for your organisation; email and phone stay empty for children.
2. 2Review receivables and payables in the person details. On the web, manage bills, instalments, and partial payments there; on mobile, review linked bills and edit basic bill details or status.
3. 3Check direction, amount, currency, due date, and remaining balance against the original agreement or evidence. Do not combine different currencies into one total, and mark an amount paid only after payment actually happened.
4. 4Open counters for bills, appointments, and files only when the link is useful. Do not send people or payment information to Support or the assistant unless it is necessary for your question.