Add/Edit Students/Children

Students/Children belong to A/R accounts. An A/R account can have multiple children associated with a single account as, for example, a family may have more than one child or student enrolled at your church's school. By having student/child records, this allows you to provide more information on charges specific to each student or child. A student/child must have a corresponding person record in the Membership module of Shepherd's Staff. For more information on creating a person record in the membership module, see our article on Adding People. Also, in order to be considered a student/child, a person must be listed as a Child for their position within their household.

Add a Student/Child:

1. New Students/Children can only be added through an AR Transaction. To start a new A/R Transaction, click on Receivables>AR Transactions. Then, at the bottom of the transactions grid, click the "Add" button.
2. At the Add Transaction, select which AR Account this student/child will belong to, and who will be associated with this transaction in the "AR Account" box.
3. Click the Student/Child box drop box. All person records in the membership module who are listed as a child within their household will appear on this drop list. Select the child that will be associated with this AR Account.
4. Finish entering the rest of the details for this transaction as appropriate. When finished, click the "Save" button

Edit a Student/Child

1. To edit a Student/Child, click on Receivables>Students/Children.
2. Find the Student/Child you want to edit, and then click on them, and then click "Edit" at the bottom of the grid.
3. A student/child record is composed of 5 different sections. A summary section on top, then 4 different expandable sections, which include:
   1. Contact Information - This information is inherited from the student/child's person record within the Membership module.
   2. Transactions - This will show a list of all transactions associated with this Student/Child. You can Add new transactions, Edit existing transactions, Copy existing transactions, Delete transactions and Pay transactions from this grid by clicking on the appropriate transaction on the grid, and clicking the associated button. This grid can also be exported or printed.
   3. AR Accounts - This section will show what AR account this Student/Child is associated with. If you click on the AR Account, and then click "Edit", you can define the relationship between the Student/Child and the AR Account. If you click "Unlink", this will remove the connection between the Student/Child and the AR account.
   4. Awards - This section will show what Awards have been assigned to this Student/Child. Clicking the Assign button will let you assign a new award to this Student/Child, clicking on an Award and clicking Edit will let you make changes to that award assigned to that student, if it hasn't already been applied to a transaction, and clicking Remove would let you remove that award from that Student.
4. At the top of the Student/Child record, if this is an inactive student, check the "Inactive" box.
5. Clicking the Membership logo will take you to the person record associated with this Student/Child.
6. Click "Save" at the bottom right hand corner of the window to save your changes.