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Sometimes you need to post a transaction to an account manually. Posting a transaction, be it a charge or a payment, can be done by following these steps:
Step 1 - Open Transaction Drawer
Open the transaction drawer using the left sidebar Transaction item.
-- OR --
Open the drawer for a specific account by using the Post Transaction option in the Transaction History section of the Billing Tab:
Step 2 - Search for Account
*If you used the Post Transaction button in STEP 1, you can skip this step.
Search for the Account and select the enrollment this charge (or payment if you are trying to collect tuition) applies.
Step 3 - Post Payment/Charge
Click Post payment if you intend to add a payment for something like a T-shirt.
Optionally, you can also click Post Charge if you want to have a bill attached to the payment. If the payment/bill is going towards a specific Enrollee's Program, choose the correct program from the Enrollee Program dropdown list.
Step 4 (Optional) - Add Comment
Add an internal private comment and/or a public memo comment, viewable on the transaction history of the Account that is paying.
Step 5 - Amount/Method
Choose the amount they will pay and the method used for paying:
Step 6 - Post
Click Post and optionally choose whether to print a receipt:
Further Reading: