Inside this article
If your Classes don't meet for a period of time (for example, Christmas Break), and you need to give Enrollees credit, you can do this all at once.
Suppose you need to charge Enrollees for a field trip; there is no need to do one-by-one. Or, if you need to put in cash payments for a whole class, you can do that easily.
Step 1 - Select Accounts
Go to the Classes page from the side menu and find the Class to which you need to apply a transaction. Click the down arrow (see red arrow below) on the far-right side. Select the rows from the list of enrollments that need a transaction posted to their accounts.
Step 2 - Bulk Transaction
Review the selected accounts list and click the Bulk Transaction button to set up the transaction.
Step 3 - Post Charge
You will see the accounts at the top of the transactions will post to. Below that, under Set Up Transaction, click Post charge (payment or credit).
Step 4 - Enter Memo
Enter the Invoice memo with a note about the credit (see the example below). You will have a chance to review the batch results after you click "Post."