 | Permissions control the ability of your Users to see certain data and take specific actions. Before moving forward review User Permissions for Posting Tuition Fees. |
To accommodate different workflows, Jackrabbit offers several ways to post tuition fees. One of the ways a tuition fee can be posted within Jackrabbit is using the Make Sale/Post Fees page.
Tuition fees posted using the Make Sale/Post Fees page are not automatically discounted or prorated per your Tuition Settings; the calculations must be done manually. To post tuition with the automated calculations use Post Tuition Fees from the Transactions menu. The Family Search criteria can be used to select a specific family to post fees for.
The Make Sale/Post Fees page can be accessed in several ways:
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When accessed from a Family record or from the row menu in All Families, the Make Sale/Post Fees page will open auto-filled with the family's address and their current balance. A link is provided to quickly access their transaction history.
When accessed from the Transactions (menu) > Post Transactions > Make Sale/Post Fees, an individual family or a store account must be selected on the page using a search field.
Post Tuition Fees with Make Sale/Post Fees
- Open the Make Sale/Post Fees page.
- The Family Details section of the Make Sale/Post Fees page is auto-filled with the family's information when accessed from the Family record or from All Families.
- If accessed from the Transactions menu, use the search field to locate the family you want to post tuition fees to.
- Change the date if needed. The Transaction Date defaults to the current date.
- Go to the Post Fees section below the Select Store Items section (used for store transactions).
- Enter the details for the tuition fees you want to post. An unlimited number of fees can be entered; additional fee lines are added automatically as you enter fees.
- The following fields are required (*): Location (if you have multiple locations in Jackrabbit), Type (Transaction), and Category 1.
- Optional fields allow you to add important details: SubType, Session, Student, Class/Event, and Note.
- Enter the Orig Amount and calculate any discounts.
It's VERY important to select the Tuition Transaction Type, a Student, and a Class. These details ensure the fee is detected with Advanced Detection and make sure the Tuition Not Posted report, the Students > All Students filter "Has not had a tuition fee posted since", revenue reports, and other reports are more accurate.
- Select either option to save the fee in the Sale Summary section.
- If you click Save Fee & Pay Now, the Payment Transaction Entry window opens allowing you to process the payment.
- If you click Save Fee, you are returned to the Transactions tab in the family's record.
