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.
Follow the steps below to create an Invoice or add a Credit to one or more Accounts.
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 or Discounts (optional)
Add comments, and check the box if you want to include any Credits (Discounts) in the Invoice. You'll enter those credits/discounts in Step 6.
Step 5 - Set up Charge/Credit Amounts
Choose the Charge Item(s) and enter the Charge amount(s). NOTE: You can add multiples of the same charge item with the same or different amounts.
Step 6 - Add Credit/Discounts (optional)
Add Credit amount and Credit/Discount Item (optional).
Step 7 - Select Email/SMS Options
Before posting the Invoice, you see these two options:
Email invoice to account holder
SMS invoice to account holder
Select one or both to send an email or SMS text message to the Primary Account Holder about the invoice.
Click here to see what information is included in these notifications and examples of each.
Post Credits
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 Credit(s)
A window will slide open. 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.
Step 4 - Enter Credit Amounts
Enter the credit amounts beside each Account, or click "Set all to" to set them all to one amount. Click Next.
Step 5 - Add Comments & Enter Discount Item
Add comments and set up credit by entering the Credit/Discount Item.
