How to Create Transactions

Invoicing & Bill

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? Step 1: Go to the Family Profile

From the left-hand menu, click on Families.
Click on a family name to open their profile.

? Step 2: Open the Transactions Tab

Within the family profile, click on the Transactions tab.
Click the + Add New button to open transaction options.

? Step 3: Select a Transaction Type

You’ll be able to choose from the following:

Add Payment

Enter the Payment Amount received.
Select the Date.
Provide a Description (e.g., “Cash payment received”).
Click Add.

Add payment form fields in family transactions

To Add a Refund

Choose Refund.
Enter the Refund Amount.
Set the Date.
Add a Description (e.g., "Refund for missed session").
Click Add.

Refund transaction entry form

To Add a Charge

In the same Transactions tab, click + Add New > Charges.
Enter the Amount, Date, and Description (reason for charge).
Click Add to apply the charge to the account.

Add charge form in transactions section

To Add a Discount

Go to + Add New > Discount under the Transactions tab.
Enter the Discount Amount, Date, and an optional Description.
Click Add to apply the discount.

Add discount entry form in transactions

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