Transactions are the way you can charge your AR accounts for the various fees or items that they have purchased with your organization. Transactions must be generated before payments can be processed from the different AR accounts you have in your database, and you must have Items/Charges/Fees set up before you can prepare transactions.
- To view the AR Transactions grid, click on the "Receivables" tab in the Finance module, and then click on "AR Transactions".
- Here, you'll see a listing of your AR Transactions. You can search using the standard Search and Filter conventions, and you can also filter by the payment status of a transaction, including "Not paid in full", "Past due", "Partially paid", "Paid in full" and "Overpaid", as well as not applying a filter at all.
- You can Add, Edit, and Delete a selected transaction using the buttons at the bottom of the window. If you want to apply a payment to a transaction, you can click on it, and then click the "Pay" button to start entering a payment for that transaction.
- The "Invoice" button will generate a printable invoice for the selected transaction.
- The "Print" button will provide a variety of reports on your transactions, including listings of your transactions grouped by AR Account, Item, Student, Date, as well as producing reports that will produce invoices for all transactions on the grid, or just a single selected transaction.