Module 7 - Manual Charges

Video Summary

• Manual charges are added from a customer account using Add a Charge.

• Required fields:

  • Charge category

  • Amount

• Recommended fields:

  • Description (helps identify charges later)

  • Student name selection (User) is optional

• Charges can:

  • Be added to an existing invoice

  • Create a new invoice

  • Be split across multiple invoices/payment dates

• Existing invoices are available depending on the selected account.

• Charges added to payment-plan accounts can be:

  • Applied to specific payment dates

  • Automatically split

  • Manually divided between invoices

• The system validates invoice totals when manually splitting charges.

• Removing all charges from an invoice can create a $0 invoice, which can then be deleted.

• New charges appear immediately in:

  • Customer invoices

  • Transaction history

The Next Video - Charges, Pt. 2 - Transaction Batches