Appearance
Debtors
Everything to do with who owes you money and how they are paying.
Manage Invoices
Every invoice raised, filtered by where it has got to.
An invoice can be Outstanding — not paid, in whole or in part; Pending — not yet sent out; In Review — being queried; or Disputed — the payer has raised something.
An invoice on a payment schedule is not "outstanding"
If a schedule is collecting it, it is not waiting on anybody. It will not appear as outstanding, which is why a total here can look lower than you expect.
From an invoice you can see what it is made of, what has been paid against it, and what remains.
Direct Debits List
The direct debits you are collecting, and what state each mandate is in.
A mandate has to exist and be active before anything can be taken, so this is where to look when a payment has not been collected.
Card Schedule Manager
Payment schedules running against a card — what is due, what has been taken, and what failed.
A failed collection does not retry itself silently. It sits here until somebody deals with it.
Free School Meals
A payer's Debtor record carries an FSM tick and an FSM Date Checked.
Together with the two System Configuration settings, these price everything that payer is billed for at one reduced rate rather than needing a remission on each activity. Both the tick and the date are required.