Transactions (Fees, Payments, Credits, and Refunds) FAQ

Frequently asked questions regarding transactions

Articles

When should our organization post tuition fees?
Use Post Tuition Fees ( PTF ) whenever your organization wants tuition fees posted to family accounts in order to collect payment. Tuition postings are not automatic and can not be scheduled. ...
How do I isolate specific families for specific billing frequencies?
One way to do this is to use Membership Type (on the Family Billing Info tab) to isolate which families should have tuition posted. For example, Membership Types might be Monthly, Annual, Semester, etc. Create Membership Types by pointing to To...
Is it possible to create a list of families / accounts that have NOT had a specific fee posted?
Point to Families and click  Search . Select any applicable search criteria. Enter a date in the Has not had a fee posted since field. Submit . ...
How do I create a list of students that have NOT had a tuition fee posted?
Point to Students and click Search . Select any applicable search criteria. Enter a date in the Has not had a tuition fee posted since field. Submit . ...
Is it possible to create a list of families / accounts who have NOT paid specific fees, such as tuition?
Point to Transactions Transactions  and click  Search . Select Transaction Date From  and Through  (covering the tuition posting date(s)). Select Transaction Type: Tuition Fee (Debit). Set Unpaid Fees Only = Yes . Clic...
Can I use both Multi-Class and Multi-Student discounting when posting tuition fees?
You can apply both multi-class and multi-student discounts by setting up Discount Rules if you Post Tuition Fees using the Class Fee Billing Method . If you Post Tuition Fees using the Total Hours Billing Method ,  you can set up multi...
How can I be sure I'm using the best procedure for posting fees and accepting payments?
To learn what the Jackrabbit Support team recommends as a best practice, check out our Billing Time - Posting Tuition Fees and Collecting Payments Fast! ...
How can I edit a posted class transaction if the wrong amount was entered?
Posted transactions can only be edited at the family level, individually ( Family  record > Transactions tab using the pencil icon). It is not possible to edit a batch of transactions all at once.  If you have mass posted a class fee...
-->