WHAT CAN I DO HERE?

NOTE: This help page applies to both LifeTopix (and other classic LightArrow apps) as well as to LightArrow Organizer for iOS and Mac. So, the screenshots and directions may vary slightly based on the app you’re using.

In your LightArrow app, you can set up payments that are due for services and other items. For example, if you have weekly housecleaning services, you can set up a service payment template with the payment details, and you can make it recurring, if necessary. If you’ve set up bank accounts, the new balance is reflected in the account after payments occur.

RELATED ANSWERS:

How to enter, add, and delete payments:

  1. In the Finances view, tap Payments.
    • Enter a Payment: Tap a payment and then tap Open to enter a payment for it (described below).
    • Create a New Payment: Tap Tap to add a New Payment to create a new payment based on a template (described below).
    • Remove a Payment: Tap a payment and then tap Delete to remove a payment from the list of payments.

How to set up new Service Payment Templates:

  1. Go to Finances topic -> Service Payment Templates tile -> plus sign.
  2. Select the type of service by tapping the Service field, selecting the service, and then tapping Save (you can add a new service type by tapping the plus sign when the Select Service view appears). You cannot select service categories.
  3. In the Amount field, type the amount of the payment.
  4. Choose a payment type from the Payment Type field (Autopay, cash, check, credit/debit, etc.) or set up a new payment type by tapping New.
  5. Choose an account from the Paid By field.
  6. If you wish to add repeating payments or view a payment schedule, tap Create and Add More Data.
  7. Tap Not Set To Repeat to set up a recurring schedule of payments (and then tap Save).
  8. Tap Payments to view or modify the actual payments (described below).

How to set up an “Other Payment Template”

“Other Payment Templates” are suitable for payments to a chosen recipient from your contacts.

  1. Go to Finances topic -> Other Payment Templates tile -> plus sign.
  2. Choose the recipient by tapping the Recipient field and tapping a contact. Tap Save.
  3. Type an amount for the payment in the Amount field.
  4. Choose a payment type from the Payment Type field (Autopay, cash, check, credit/debit, etc.) or set up a new payment type by tapping New.
  5. Choose an account from the Paid By field.
  6. If you wish to add repeating payments or view a payment schedule, tap Create and Add More Data.
  7. Tap Not Set To Repeat to set up a recurring schedule of payments.
  8. Tap Payments to view or modify the actual payments (described below).

How to add a new payment:

  1. In the Finances view, tap the plus sign and then tap Bill.
  2. In the Payment view, choose a payment template from the Template field (or create a new one by tapping New).
  3. Enter an amount from the Amount field.
  4. Choose a due date from the Due Date field.
  5. Select the actual “paid on” date from the Paid On field.
  6. Enter or modify the payment amount. If you pay a partial payment, the balance is reflected in the Service Payment Template view. (This makes a record of the transaction.)
  7. Enter the actual payment type in the Payment Type field.
  8. Enter the actual source from the Source field.
  9. Tap Save.

How to modify a payment that you’ve paid:

  1. In the Finances view, tap a payment and then tap Open to enter a payment for it.
  2. Modify the amount for the payment if you wish in the Amount field.
  3. Enter a due date in the Due Date field.
  4. Select the actual paid on date from the Paid On field.
  5. If you’ve paid a partial payment, enter it in the Paid Amount field.
  6. Select a payment type from the Payment Type field (or select New to create a new payment type).
  7. Select the source (account) for the payment from the Source field.

How to delete service payment or “other payment” templates:

  1. In the Finances topic, tap the Service Payment Templates tile or the Other Payment Templates tile.
  2. Tap a payment to expand it, and then tap Delete.

GROUPING PAYMENTS

How to group payments:

There is one selector at the top-left of the Payments view. It allows you to view payments ungrouped, or by Due Date, Paid Date, Last Updated, Paid By, or Service.

  1. In the Finances view, tap the Payments tile.
  2. From the selector, choose Ungrouped, Due Date, Paid Date, Last Updated, Paid By, or Service. The app remembers the previous selection.