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Financials
10 Articles
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Financials
10 Articles
in this category
Family Record, Financials Tab
The family Financial tab displays the family's charges, adjustments, and payments. The look of this screen may vary depending on if a site is running defined or transactional billing, but the functionality is generally the same. To change the stat...
Updated on : 13 Feb 2024
Family Record, Financials Tab - Adjustments/Add Fee
There are several ways a credit (adjustment) or a fee could be added to a family's account. If the adjustment/fee needs to be added for only one family, follow the steps below: Navigate to the family record, then select the Financials tab C...
Updated on : 13 Feb 2024
Family Record, Financials Tab - Make Payment
This screen only accepts paper-type payments; these include cash, check, and money order. Navigate to the family's record Click the Financial tab Click Actions, then select Make Payment Complete the Payment Allocatio...
Updated on : 12 Dec 2023
Family Record, Financials Tab - Coupons
Coupons in the system allow administrators to advertise specific discounts as marketing or use coupons as a reward for families in the center. Before setting up coupons , Revenue Type Valid Values , Type - Fee Valid Values and Rate Categories mu...
Updated on : 15 Mar 2024
Family Record, Financials Tab - Pickup Fee
Late Pickup Fees allow a center to add rules to how a family should be charged if a student is picked up after center hours. Late Pickup Fees must be setup prior, click here for instructions. Adding a Late Pickup Fee to a Student Search fo...
Updated on : 13 Feb 2024
Family Record, Financials Tab - Transfer Balance
The Transfer Balance feature allows administrators to transfer an entire balance or partial balance to another family. Search for the family to transfer the balance from by entering the last name into the Search box or using the magnifying glass...
Updated on : 12 Dec 2023
Family Record, Financials Tab - Deposit Correction
Deposit Correction gives administrators the opportunity to correct a previous deposit amount or details. Navigate to the family's record 2. Click the Financials tab 3. Click Actions, then select Deposit Correction 4. Complete the ...
Updated on : 12 Dec 2023
Family Record, Financials Tab - Recreate Current Statement
One of the features of defined billing is the ability to recreate billing for the current period. This means that if schedules have been added, attendance has been recorded, rates have been changed, or discounts have been added, the rate billed will...
Updated on : 12 Dec 2023
Family Record, Financials Tab - PrePay Deposit
The PrePay Deposit option allows administrators to accept prepayments for families in the system. This is frequently used by businesses that accept prepayments, but do not want to have a large credit on a family's financial ledger. Navigate to t...
Updated on : 13 Feb 2024
Family Record, Financials Tab - Charge/Reduce Revenue
The Charge/Reduce Revenue option allows administrators to simplify adjustments made to financial ledgers for families within the system. Using this method administrators can select what Type - Fee Valid Values can be setup in the system and have cha...
Updated on : 13 Feb 2024