Financial

Training Video

• Phase 4: Advanced Reports, Financial Reports, Financial Settings

Transactions

• Transaction Types
• Charges and Discounts
• Payments
• Credits
• Refunds
• Voiding Electronic Payments/Refunds

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Invoicing and Auto Pay

• Payment Schedules (Invoicing and Auto Pay) - Tutorial Video
• Invoicing and Auto Pay: Overview
• Invoicing and Auto Pay: Step 1 - Generate Invoices
• Invoicing and Auto Pay: Step 2 - Send Invoices
• Invoicing and Auto Pay: Step 3 - Auto Pay
• Invoicing and Auto Pay: Auto Pay Results

Camper Financial Tools

• Accrual assigner
• Accrual periods
• Enrollment Discounts
• Enrollment Extras
• Transaction Categories
• Tuition Plans

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Reconciliation Reports

• Reporting on Reversed Transactions
• Transaction Log
• Deposit Report
• CSI gateway report
• Check Deposits
• Deleted transactions report

Payment Gateway Reports

• Credit Card Transactions
• Credit Card Declines Report
• Expired Credit Cards
• Checking Account Transactions

Camper Reports

• Camper Transaction Summary
• Family Summary
• Camper Accrual Transaction Log
• Camper Accrual Summary (By Session)
• Camper Accrual Summary (By Accrual Period)
• Camper Past Due Report

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Conference and Retreat Reports

• Package Summary Report

Donations and Extended Payments Reports

• Payment requests report
• General donations report