The Phase 4 Financial training is the 4th and final Campers training.
In Phase 4, we cover creating payment schedules and adding them to the enrollment form, managing financials on the family profile, batch invoicing families, and generating financial reports.
01:13 Creating Payment Schedules
08:33 Adding Payment Schedules to the Enrollment Form
10:22 Family Profile - Transactions Tab
12:29 Family Profile - Creating a Charge
17:03 Family Profile - Charge Details/Editing a Charge
19:28 Family Profile - Reversing/Deleting Transactions
21:36 Family Profile - Highlighted Transactions
23:38 Family Profile - Creating a Discount
23:59 Family Profile - Posting a Payment
31:50 Family Profile - Payment Details/Editing a Payment
32:21 Family Profile - Voiding an Electronic Payment (Constellation Payments customers only)
34:44 Family Profile - Refunding Payments
36:01 Family Profile - Creating a Credit
36:49 Family Profile - Current Balance/Generating or Emailing a Statement
39:14 Family Profile - Invoices tab (Managing a Family's Payment Schedule & Invoices)
41:22 Family Profile - Adding "Other" Invoices to a Family's Payment Schedule
42:08 Family Profile - Editing "Auto Pay" and Generating a Specific Invoice
45:32 Family Profile - Parent Invoice Preferences
46:00 Family Profile - Saved Payment Methods (Credit Cards and/or Checking Accounts)
50:20 Invoicing & Auto Pay (in batch)
51:40 Invoicing - Step 1: Generating Invoices
57:29 Invoicing - Step 2: Sending Invoices
59:43 Invoicing - Step 3: Debiting Auto Payments
1:04:43 Financial Reports
1:05:30 Camper Reports
1:15:34 Reconciliation Reports
1:21:27 Payment Gateway Reports
1:24:13 Financial Admin Settings
1:24:26 Financial Communication Settings
1:27:28 Parent Dashboard Financial Settings
1:29:07 Payment Method Settings
1:32:30 General Financial Settings
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