How to email statements to families.
How to add a late fee to multiple family accounts.
The Print Batch Statements option creates a PDF for a time period of all family statements.
To process a refund go to the family's financial page and select the payment corrections icon.
How to add a convenience/service fee for electronic payments.
How to apply a discount to a child's specific program/room assignment.
How to add multiple discounts for a child within the system using coupons.
An accounts receivable aging is a report that lists outstanding balances.
How to write off bad debt
Check unlock codes allow families the ability to register for a program without paying the registration or other fees up front. These codes would need to be given to parents in order for them to be
How to take a credit card payment.
When a payment is returned by the bank and you would like to take the payment off of the family financial ledger and add a fee, you can mark the payment as a returned payment.
How to make a rate active/inactive.
How to setup and collect prepayments.
At the start of the new year most clients will choose to send year end tax statements to their families. Tax statements provide a summary of payments made by families.
How to add a fee or adjustment to multiple family ledgers at once (by room/program).
How to adjust the revenue type for a specific room/program.
Unscheduled attendance fees allow for sites to charge children for attendance in a room on a day that is not on their schedule.
This page will walk you through how to import payments to family financial ledgers.
Receipting Prepay Deposits from the Make Payment Screen
How to record a prepay deposit (security deposit) from the payment screen on a family ledger.
To help streamline the process for admins when entering program/room assignments for children specific rate categories can be assigned to room categories or specific rates.