Fees, Payments, Refunds, and Credits (Transactions)

Post fees (bill customers) and enter payments, credits, and refunds

Post Fees (Bill Customers)

Fees (debits) can include tuition, merchandise, registration fees, late fees, etc

Enter Payments

Payments (credits) by cash, check or credit card reduce the family balance

Refunds and Voids

Examples of refunds for various transaction methods

Post a Non-Monetary Credit to an Account (Family)

Payments (credits) such as Groupon, Fundraising, Gift Certificates, etc

Edit Transactions

Edit (individual or multiple) transactions

Delete Transactions (Fees and Payments)

Delete (individual or multiple) fees or payments

Write Off an Uncollectable Family Account (Bad Debt)

Write off and properly record an unpaid Family account balance

Record an NSF (Bounced Check)

Record an NSF and adjust family balance

Charge Tax on Fees

Tax on service and non-service related fees (not store items)

Transaction Reports

Report on transactions posted in your database

Transactions FAQs

Frequently asked questions about transactions