Module 7 - Transaction Batches

Video Summary

• Transaction batches allow charging multiple customers at once.

• Access from Financials → Summary → Transaction Batches → Add a Batch.

• Batch setup includes:

  • Batch name

  • Invoice date

  • Option to create new invoices

• Download a CSV template to enter charges.

• Template includes:

  • Customer info

  • Student names

  • Academic levels

  • Charge category

  • Only the Amount column needs editing

• Charges can:

  • Apply to families

  • Apply to individual students

  • Use different amounts per student

• After editing:

  • Save as CSV

  • Upload the file

  • Review the preview

  • Publish the batch

• Published batches:

  • Create or update invoices

  • Become visible to customers

• Batches can be:

  • Deleted before publishing

  • Re-uploaded if corrections are needed

• Transactions can later be edited to:

  • Redistribute charges across payment-plan invoices

  • Remove unwanted invoices

  • Split charges across monthly payments

The Next Video - Charges, Pt. 3 - Financial Agreements (Intro only)