Transactions can be added from three different views within the Accounts Receivable window.
The first method listed on the right (starting from the Accounts view) is preferred. Starting here will automatically fill in several fields when you add the transaction, saving you both time and effort.
- Add a transaction by doing any of the following:
- Accounts view—Click the drop down in the upper right corner and select “Accounts.” To the right, select the Transaction tab and click “New.”
- Students / Children view—Click “Add.”
- Transactions view—Click “Add.”
- Note: You can only select students under 18.