The Students/children tab of the Receivables section of the Finance module allows you to review all the children associated AR accounts. These records are associated with the Membership module of Shepherd's Staff, and so each record you see here or that will be added to this grid must have a corresponding person record within the Membership module of Shepherd's Staff. For more information about creating person records, see our article on adding person records.
The Students/children grid includes information on each student, including a unique ID number, the Student/child's name, Household they belong to, what school grade the child is in, how much is owed to your church for this student, how much has been paid on this student's behalf, their current balance, if they are active, and then contact information for both the child and their parents.
- To access the "Students/children" grid, in the Finance module, click on the "Receivables" heading, and then click on the "Students/children" tab.
- You can search this grid using the standard search conventions.
- To review/make changes to any student/child record, click on the record you want to review/edit and then click the "Edit" button at the bottom of the grid.
- To delete a student/child record click on the record you want to delete and then click the delete button at the bottom of the grid. A child record can only be deleted if there are are no AR accounts, Transactions, or Awards associated with the record. If you try to delete a record with these items associated with them, Shepherd's Staff will let you know the number of these items this record has associated with it.
- Clicking Print will provide you with a variety of reports for this grid, including reports grouped by Household, Grade, including or not including contact info, and also the ability to generate mailing labels.