Occasionally, administrators must add specific transactions, such as extracurricular activities, items, or events to specific family accounts. This article details how an administrator can Add Transactions to a specific Account.
If you are interested in learning more about Transaction types, Bulk Transactions, or discounts, please refer to our articles: How To Add Transaction Types, How to Apply Bulk Transactions with Custom Transactions, and How to Add a Discount to a Transaction.
Table of Contents:
Adding a Transaction to a Family's Account
Options for Billing that Transaction
How to Add a Transaction to a Family's Account
- Click Families from the left-hand navigation menu
- Click Accounts
- Select the account you'd like to add a transaction for
- Within the account, click Billing
- Click Activity
- Click Add and select Charge
- Enter the Apply Date, select the Child, select the Type, and enter the amount. The description field is for internal purposes only
- Click Save
Options for billing out that transaction
Chances are, if you've made a change to the account balance, you need to send the family an updated bill. You can rely on the system's automation to do this if you'd like, which would involve the system picking up this transaction plus any automated tuition fees on the next bill. If you'd prefer to send an updated bill immediately, you will need to create an itemized bill. Note that you will receive a reminder notification detailing this as well.
How to Create an Itemized Bill
- Click Families from the left-hand navigation menu
- Select Accounts
- Find the account you'd like to send the itemized bill to
- From the account, select the Billing tab
- Select Itemized Bills
- Select the Create Manual Bill button
- You should see your unbilled transaction. Choose a payment due date, a payment late date (if applicable) and late fee (if applicable) for this transaction
- Click Send Bill
Please contact helpdesk@kangarootime.com with any questions.