Watch the clip below from our Phase 4 Financial training, where we demonstrate how to create and manage transactions for a particular family via the Financial tab of their profile.
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)
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