The Make Sale/Post Fees button is located on every Family page.
- Click the Make Sale/Post Fees button to open the Make Sale/Post Fees page.
- In the Family Details section, change the Transaction Date if applicable.
- In the Select Items section, select items from the Store if applicable (See the Store / Point of Sale section). Update the Qty. Optionally, add a Student, Class/Event, and Note. After adding one item fee, another item fee line will display. You can add an unlimited number of items fees.
- In the Post Fees section, choose a (Transaction) Type from the drop down list.
- Choose a Category1 from the drop down list. Note that Category 1 is required if you have Tools > Edit Settings > Require Cat1 = Yes. Jackrabbit always recommends you include a Category 1.
- Choose a SubType from the drop down list (optional).
- Enter the Orig Amount.
- If applicable click the Calculator icon to enter a discount.
- Include tax by checking the Tax checkbox. (When posting fees, the tax rate is calculated using the tax rate you entered and saved in Tools > Edit Settings.)
- Choose a Session from the drop down list (optional, but highly recommended).
- Choose a Student from the drop down list (optional).
- If the fee is tuition related, select a Class/Event from the drop down or click the Magnifying Glass (Search) icon to select a Class/Event. If you add a class to this field, notice that the Category1 field adopts the Category1 assigned to that class. This is a safeguard to ensure the correct Category1 is used for the class tuition.
- Add a Note (optional).
- Continue adding more fees if needed. You can add an unlimited number of fees. Additional fee lines will display after the third fee is added.
- When you've finished adding fees, click either the Save Fee & Pay Now button to save the fees and open a Payment screen or the Save Fee button to save the fees without posting a payment at that time.