Debtors
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Debtors Setting Up
Account Information & Debtors Summary - Spider
Debtors Alerts & Comments
FACTS
General -Other Debtors etc
Invoicing / Billing
- Debtors - Billing - Billing /Invoicing - Batch billing Full Manual
- Debtors - Billing /Invoicing using Discount Tables
- Debtors - Billing - make sure you are billing all your students - Siblings report
- Debtors - Billing – for Next Year using Year Level Next
- Debtors - Cost Centre - creating new or editing
- Debtors - Charging Families with a Donation or Building fund per child
Payment Plans
Payment Portal
- Payment Portal - Caregivers using the Online Fee Payment
- Payment Portal - Co-curriculum activities - paid for when selecting
- Payment Portal - Receipts saving in to Document Manager
- Payment Portal - To show Donation in payment portal
- Payment Portal – Linking Discounts to Specific Cost Centres
- Payment Portal – Setting up Other Payments and Tagsets
Reports, Printing & Emailing
- Debtors - Account Printing – Freedom
- Debtors - Account Printing – Non Freedom
- Debtors - Batch Print out
- Debtors - Bursary Print out
- Debtors - Cost Centre Print out
- Debtors - Debtor Transaction Listings reports
Receipting
- Debtors – Auto Load Receipts
- Debtors - Receipting - Applying a Discounts when receipting
- Debtors - Bank Deposit
- Debtors - Receipting - saving to Document Manager
- Debtors - Receipting User Guide
- Debtors - Refunding a family that is in credit