Transactions on the Family Profile - Tutorial Video

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 

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