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Phase 4 (Financial): Payment Schedules and Invoicing/Financial Transactions/Financial Reporting

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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