Add Multiple Transactions

⚠️ Adding a Transaction will NOT process a payment!

Transactions are manual adjustments that can be added to an account as either a charge (debit) or recording a payment (credit). Ad-hoc amounts can only be entered if your service isn't using Fixed Transaction Items (a preset list of debits and credits).

💻 Billing > Family Transactions

1. Click + Add Multiple Transactions (in the quick links)
2. Select the Families (use Ctrl/Cmd or Shift to select multiple) and/or Tags
3. Choose Add Debit (for a fee or charge)
4. Enter the Amount
5. (optional) Tick 'Apply Amount per Child' if you want to add that value per child linked to each family rather than one charge per family account
6. (optional) Tick 'Includes GST' to indicate if amount includes GST in reporting (does not automatically calculate)
7. Enter a description (this will appear on the statement)
8. Select a date for it to appear in the account (backdating only)
9. Click Add Transactions

1. Click + Add Multiple Transactions (in the quick links)
2. Select the Families (use Ctrl/Cmd or Shift to select multiple) and/or Tags
3. Choose Add Credit (for a discount, payment, or refund)
4. Select the Method of Payment/Credit
5. Enter the Amount
6. Enter a description (this will appear on the statement)
7. Select a date for it to appear in the account (backdating only)
8. Click Add Transactions

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