I need to charge a parent account for my services. How do I record this charge?
From the Account Details page, select Add a charge using the New transactions drop down box. Click the Go button. This will take you to the Charge page. From this page, enter all the required information, including the amount you need to charge the parent for your services, and click the Continue button to complete the transaction. Please refer to the page's help or click here for more help on specific tasks applicable to the Charge page.
Important: Similar to bank transactions, any transactions entered today but posted for a future date are considered post-dated transactions, and can still be deleted. However, any transactions entered and posted today cannot be deleted or modified anymore, and are considered final, posted and historical. Posted transactions are available for your customers (or parents) to view. If you've entered an incorrect transaction, click here for instructions on how to remove or modify the transaction.
You may also be interested in...
Can't find an answer to your question? Contact Us
|
|
