Lesson #7 - Collect Payment from an Individual Family

Review (Optional)

Post an Individual Payment

Use Card/Acct on File Button (Process a Saved Credit Card)

Use New Card Button (Process an Unsaved Credit Card)

Save & Make Another Payment (Split a credit card payment with another payment method)

Process a Single Bank Account Draft

Print or Email Individual Statements / Invoices

Fee Linking Explained - Applying Payments to Fees

The View Unapplied Credits & Unpaid Fees Button (Family record)

Refund - Original Payment was Cash or Check

Void a Credit Card Payment that Hasn't Settled with the Processor

Refund a Credit Card Payment that Has Settled with the Processor

Refund a Settled Credit Card Payment with a Different Payment Method

Deposit Slip Report

Practice - Collect Payments from an Individual Family

QUIZ - Lesson #7 - Collect Payment from an Individual Family