---
title: "Family Record, Financials Tab - Charge/Reduce Revenue"
slug: "family-record-financials-tab-chargereduce-revenue"
updated: 2024-02-13T14:07:59Z
published: 2024-02-13T14:07:59Z
canonical: "www.procaresupport.com/family-record-financials-tab-chargereduce-revenue"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.procaresupport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 charge revenue.

**Please Note:** when setting up the [Type - Fee Valid Values](/procare-schoolcare-works/docs/system-config-valid-values-type-fee-setup), the Revenue Adjustment Category must be selected.

**NEW CONFIGURATION:** If you have revenue adjustment categories setup and do not see them as options on the Charge/Reduce revenue screen please be sure the Use Revenue Tracking Dates field on the [Setup > System Config > Statement](/procare-schoolcare-works/docs/system-config-statement) screen is set to Yes.

## Charge Revenue

1. Search for the family by entering the last name into the Search box or using the magnifying glass  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_1.png)
2. Select the Financials tab  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_2.png)
3. The click Actions and select Charge/Reduce Revenue  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_3.png)
4. Select Charge Revenue from the I WANT TO drop-down  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_4.png)
5. Adjustment Type - select the adjustment type from the drop-down menu
6. Adjustment Amount - enter the amount of revenue to be charged
7. Student/Child - select the student the revenue will be charged to
8. Post Date - select the post date
9. Post Against Classroom - select the classroom the revenue will be charged to
10. Notes - enter an additional notes
11. Period - From/To Date - select the period for the charged revenue
12. The Summary section will show the balance before and after the adjustment  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_5.png)
13. Click Save

## Reduce Revenue

1. Search for the family by entering the last name into the Search box or using the magnifying glass  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_6.png)
2. Select the Financials tab  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_7.png)
3. The click Actions and select Charge/Reduce Revenue  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_8.png)
4. Select Reduce Revenue from the I WANT TO drop-down  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_9.png)
5. In the Existing Fee List, select the row to associate the reduced revenue to  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_10.png)
6. Adjustment Amount - enter the amount of revenue to be reduced
7. Student/Child - the student's name, from the selected line above, will appear in this field
8. Post Date - select the post date
9. Notes - enter an additional notes
10. The Summary section will show the balance before and after the adjustment  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Charge+Reduce+Revenue_1212_11.png)
11. Click Save

## Write-Off Family Bad Debt

See: [How to Write Off Bad Debt](/procare-schoolcare-works/docs/financial-how-to-write-off-bad-debt) for more information