Fees, Payments, Refunds, and Credits (Transactions)

Post fees (bill customers) and enter payments, credits, and refunds

Post Fees (Bill Customer)

Fees (debits) can include tuition, merchandise, registration fees, late fees, etc.

Enter Payments

Payments (credits) by cash, check or credit card reduce the family balance

Refunds and Voids

Examples of refunds for various transaction methods

Post a Non-Monetary Credit to an Account (Family)

Payments (credits) such as Groupon, Fundraising, Gift Certificates, etc

Delete Transactions (Fees and Payments)

Delete (individual or multiple) fees or payments

Write Off a Bad Debt

Write off and properly record an unpaid debt

Record an NSF (Bounced Check)

Record an NSF and adjust family balance

Charge Tax on Fees

Tax on service and non-service related fees (not store items)

Transaction Reports

Report on transactions posted in your database

Transactions FAQs

Frequently asked questions about transactions