The seventh lesson in this Learning Series, Front Desk Staff, is designed to get you familiar with collecting payment from a single family. You may wish to review the articles listed below before beginning.
The review articles in the bullet list below will open the Help article in a new tab. When you are finished reviewing the material, close the tab and return to this page to access the next article using the links below.
- Work With All Families - View, Search, and Mass Actions
- Search for People in your Database
- The Family Record (Transactions Tab)
- Make Sale/Post Fees to a Family from the Family Record