Adding a Transaction

⚠️ 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). 

Adding Custom Transaction Categories

In addition to the pre-set list of available categories, services can customise their own list, which can be selected for consistent financial reporting.

➜ How to set up Transaction Categories

Fixed Transaction Items

Ad-hoc amounts can only be entered if your service isn't using Fixed Transaction Items (a preset list of debits and credits).

➜ More information about Fixed Transaction Items

💻 Billing > Family Transactions

1. Select a Family
2. Click Get Transaction Statement
3. Click on the Action button (on the right)
4. Select Add Transaction
5. Choose to Add Credit or Add Debit
6. Enter an Amount
7. Select a Category (optional)
8. Select the Payment Method (credit only)
9. Enter a description
10. Add a transaction date (optional)
11. Click Add Transaction

All transactions that have been added manually will record the user's name and when they added the transaction. We also record an audit logs when transactions are removed from the transactions screen.

All Debits will be listed under the 'Charge' column, while Credits will be listed in the 'Credit/Paid' column. Both will affect the overall family balance and are factored in the next time you generate an invoice for the family.

If the transaction is dated explicitly in the next invoice period, it will also appear as a line item in the invoice.

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