Find Answers/Knowlegebase/Quick & Easy How To's
Apply Bulk Charges To A Group Of Clients
Donnie Byrd
posted this on November 16, 2010 11:56 pm
We designed the family and student list pages with this specifically in mind for ultimate flexibility. You can select the families/students you want to charge using multiple filters, and then apply the same charge to each family by following the steps below:
- Go to the Family or Student List Page
- Use the filters on the left side of the page to select the families you want to charge.
- If your results are more than one page, use the drop down menu at the top right of the page to show all results.
- Use the check all box at the top-left of the list to select all of the records listed.
- Click the dollar sign at the bottom of the screen to pull up the new charge window.
- Fill out the charge details and click save. That charge will be applied to all of the selected family's ledgers.
Check out our article on keywords to setup tags to group families and students for easy group charges.
Comments
I did not get the $ sign at the bottom of the student page but did get it on on the family page.
Hi Marcy,
We have plans of adding this back to the application on the student and class page. Stay tuned to our updates on the login page for your account.
Thanks!
Hi Marcy,
I just wanted to follow up and let you know that the dollar sign is now on the family and the student page.
Let me know if I can help with anything else. :)
when bulk charging families -- is there a way to automatically apply credits or do i have to go into each students ledger and click the $ sign to auto apply any credit balance to that charge?
@Lara: There isn't a way to automatically apply credit using the group charge option. But, you can apply credit to a group of families at once using the apply credits feature. You can find this under Transactions, click auto payments on the left side of the page, then select the apply credits task.
I hope this helps! Let me know if you have more questions about this!