Getting There

Process Selected Account Billing

1. At the Automated Selected Account Billing  screen use the Select Filter to choose categories of families to include. This billing filter begins by matching the Account Filter currently selected at the main Family Data screen although you may change it as needed.
2. Choose a Post Date. This is the date the transaction will be recorded on the Account Ledger Card.
3. Select a Ledger Card to be charged. In most cases this will be the Primary Account Ledger (for each family) although you could select a Third Party Agency as needed.
4. Choose a Description for the charge like field trip or summer camp.
5. Enter an Amount. This will be the default amount for all selected families, although you’ll be able to adjust it for particular families if needed. There may also be a Split Amount box (see note).
6. Enter a Comment to further describe this item if needed. Check the box “Include Child’s Name in Comment” if you want the name of each child to be part of the comment.
7. Click Next.
8. Select the accounts you wish to process and make any necessary changes to the Amount column.
9. Click Post. Then Exit.

View or Void a Previous Contract Billing

1. At the Automated Selected Account Billing  screen a list of recent billing batches will be displayed under the heading Automated Selected Account Billing History. Dbl-click the line you wish to view or void.
2. At the Batch Detail screen you’ll see all items that were part of that batch. If needed you may void the entire batch at once - just click Void Batch. A void will appear on each Ledger Card that was included in the batch.
3. Click Exit to return to the main Selected Account Billing screen. Click Exit again.