If you need to post a transaction to many Enrollees at once, you can do this either by Class or by some other grouping of your choice using the filters and sorting available on the Enrollees page.
Examples
Examples
You need to give Enrollees in a Class credit for canceled classes or a Holiday.
You need to charge all or some Enrollees in a certain Program or Class for a field trip.
You need to put in cash payments for a whole class.
Create Invoice
Step 1 - Select Accounts
Go to the Classes page or the Enrollees page from the left menu and find the Class or the View with the Enrollees for whom you need to post the transaction.
Select the rows from the list of enrollments that need a transaction posted to their accounts.
Step 2 - Bulk Transaction
Review the selected Accounts and click the Bulk Transaction button.
Step 3 - Post Charge/Create Invoice
A window will slide open. Click "Create Invoices."
A list of all the Accounts you selected will appear. You can delete an Account from the list using the "X" or add another Account. Click Next.
Schedule the Invoice due date.
Use the auto-generated Invoice numbers or enter your own. Click Next.
Step 4 - Add Memos
Add comments, and check the box if you want to include any Credits (Discounts) in the Invoice.
Step 5 - Set up Charge/Credit Amounts
Set up the Charge amount.
Add Credit amount and Credit/Discount Item (optional).
Post Credits
Click "Post Credits."
A list of all the Accounts you selected will appear. You can delete an Account from the list using the "X" or add another Account. Click Next.
Enter the credit amounts beside each Account, or click "Set all to" to set them all to one amount. Click Next.
Add comments and set up credit by entering the Credit/Discount Item.
