---
title: "Family Record, Financials Tab"
slug: "family-record-financials-tab"
updated: 2024-02-13T14:20:28Z
published: 2024-02-13T14:20:28Z
canonical: "www.procaresupport.com/family-record-financials-tab"
---

> ## 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

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 statement year, click the Year drop-down box and select the year to display. Once in a new year, users are unable to delete prior year transactions. If a total needs to be corrected, an adjustment/fee would need to be added to the ledger by selecting the Actions button, then select Adjustment/Add Fee.

![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_1212_1.png)

## Actions Menu

There are several options under the Actions menu within the Financials tab. Click on the links below for more information. ![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_1212_2.png)

- [Adjustments/Add Fee](/procare-schoolcare-works/docs/family-record-financials-tab-adjustmentsadd-fee) - add a credit or debit to a family's account
- [Charge/Reduce Revenue](/procare-schoolcare-works/docs/family-record-financials-tab-chargereduce-revenue) - add a credit or debit to a family's account
- [Make Payment](/procare-schoolcare-works/docs/family-record-financials-tab-make-payment) - receipt a payment to a family's account (check, cash, money order)
- [Deposit Correction](/procare-schoolcare-works/docs/family-record-financials-tab-deposit-correction) - update a previous deposit amount or detail
- Online Credit Card - charge parents using a credit card
- [Coupons](/procare-schoolcare-works/docs/family-record-financials-tab-coupons) - add a coupon (credit) to a family's ledger
- [Pickup Fee](/procare-schoolcare-works/docs/family-record-financials-tab-pickup-fee) - add a late pickup fee to a family's ledger
- [Prepay Deposit](/procare-schoolcare-works/docs/family-record-financials-tab-prepay-deposit) - accept prepayments for families in the system
- [Transfer Balance](/procare-schoolcare-works/docs/family-record-financials-tab-transfer-balance) - move a balance from family to family
- Voided Payments - view payments that have been voided
- Show Reversals - view any payment reversals
- Email Statement Options ![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_1212_3.png)
- Statement - enter the Customer Statement Criteria to pull a statement for the family ![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_1212_4.png)
- Year End - pull a year end payment statement for the family. If no payments have been received for the year selected, the statement will display as blank (no detail) ![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_1212_5.png)
- Current - displays current and prior statement detail. **Please Note:** this will be most useful for defined billing clients ![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_1212_6.png)
- PDF - family statement detail displayed with less detail in a PDF format ![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_1212_7.png)
- Export to CSV - excel version of the statement ![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_1212_8.png)