In this lesson, you'll learn how to record payments, process ePayments, send statements, apply credits, issue refunds, and track transactions.
Lesson Outline
Select each link below to review the topics covered in this lesson. Each topic will open in a new browser tab, allowing for easy navigation throughout the lesson.
| Topic | Description |
|---|---|
| Post an Individual Payment from the Family Record | Record a payment, or credit, for an individual family to reduce the family balance. |
| Process a Single ePayment | Process an ePayment from the Family record, All Families page, or the Transactions menu. |
| Print or Email Individual Statements/Invoices | Print or Email a single statement for a specific family/account from the Family record. |
| Fee Linking Explained - Apply Payments to Fees | Link payments and credits to fees to keep revenue reports and customer statements accurate and dependable. |
| View Unapplied Credits & Unpaid Fees for a Family |
Locate unapplied credits in a Family record and apply them to unpaid fees.
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| Refund a Cash or Check Payment | Refund a cash or check payment and mark fees as Due or Not Due based on the situation. |
| Void a Credit Card Payment that Hasn't Settled with the Processor | Catch an error before your transactions have settled with the merchant processor to void a payment instead of refunding it. |
| Refund a Credit Card Payment that Has Settled with the Processor | Process a refund for a credit card payment that has already settled with the processor.
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| Refund a Settled Credit Card Payment with a Different Payment Method | Refund a settled credit card payment using an alternative payment method only when necessary.
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| Deposit Slip Report | Use the Deposit Slip report to track all incoming payments, organized by payment method. |
Now it’s your turn! Put your knowledge to the test with these practice exercises.
End of Lesson Quiz
Once you have reviewed all the articles in this lesson, click the button below to take the lesson quiz. This quiz will assess your understanding of the key concepts in this lesson. Don't forget to enter your full name and either your email address or the email address provided by your supervisor to ensure that results are sent to the correct address.
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