Manage the transactions on a family's account via the "Financial" tab of their profile page, including:
- create new transactions manually
- remove transactions that no longer apply
- generate ad/or email a yearly statement
- reference or record financial notes
To see a demonstration on transactions, fast forward to these minute marks in our Phase 3 training below.
10:19- Family Profile- Financial tab- Transactions tab
13:18- Create, Reverse, Delete a Charge Transaction
22:36- Highlighted Transactions
23:59- Create a Discount Transaction
24:19- Create a Payment Transaction
31:47- Void/Reverse/Delete an Electronic Transaction
33:38- Create a Refund Transaction
35:00- Create a Credit Transaction
Comments