How to account for customer refunds on the Family Ledger Card and issue a refund check. ... read article

Created on 5/20/2011 3:36:03 PM

Family Accounting is the place to track all charges, payments and credits for families as well as to set up recurring fees and run automated billing procedures.

In Family Accounting you’ll also generate financial reports for your business, easily track the amount each family owes, and print statements and receipts for families as well. ... read article

Created on 12/15/2010 12:10:12 PM

The Ledger Card is where the history of charges, credits, payments and the balance for each family and/or agency is recorded. Often you’ll use special tools like Automated Billing, the Late Payment Calculator or Quick Ledger Posting to record information on many ledger cards at once. However, it’s good to know how to make individual entries as needed. ... read article

Created on 8/20/2009 8:27:59 AM

If a payment was incorrectly posted to a Family Ledger Card and the Deposit Report which included that payment was closed you'll notice a lock icon on the Ledger Card indicating this item cannot be voided or changed. This article describes how to remove the lock and make a correction. ... read article

Created on 2/10/2010 3:23:08 PM

Beginning Balances are important. They get each family started with their correct balance so you’ll have complete accounting records for the year.  ... read article

Created on 10/16/2009 5:26:05 PM

Keep track of any deposits on account for a particular family. This is useful if you charge families a deposit to hold their space or to pay for their final month's tuition in advance. ... read article

Created on 8/20/2009 8:27:57 AM

Use the Audit button to view a history of all changes on a Ledger Card. ... read article

Created on 10/2/2009 3:25:39 PM

If you use Microsoft Outlook® or an email program that supports SMTP (like gmail) you may email statements to family accounts directly through Procare. ... read article

Created on 12/28/2009 3:17:57 PM

Automated Contract Billing copies recurring weekly or monthly fees from each child’s Billing Box to the Ledger Card. Once Contract Billing is complete each family (or agency) will have a balance due on their account. ... read article

Created on 8/20/2009 8:27:50 AM

Automated Formula Billing requires the Attendance Tracker module and charges fees based on attendance such as: hourly rates, half/full day fees, overtime, late pick up, etc. Fees are determined based on Billing Formulas assigned to each child’s Billing Box and posted to the Ledger Card. Once Formula Billing is complete each appropriate family (or agency) will have a balance due on their account. ... read article

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Created on 8/20/2009 8:27:46 AM