How to post a transaction to all Enrollees in a specific Class

Inside this article

• Step 1 - Select Accounts

• Step 2 - Bulk Transaction

• Step 3 - Post Charge

• Step 4 - Enter Memo

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."