How to Add a Charge
Updated over a week ago

How to Add a Charge

  1. Click Business Tools > Billing Manager from the left navigation menu.

  2. Find the account to add the charge item by searching the first name, last name, or a combination of both.

  3. Click on the name to go to the individual ledger.

  4. Click + Charge...

  5. Enter the charge title and description.

  6. To update the date this charge will be billed, click the gray pencil icon under Due Date and choose a new date.

  7. Next, add the Charge Item and a description. Choose the Type from the drop-down menu and associate the Charge Category. Finally, add the amount of the Charge Item.

    • Charges will add an amount due to the user.

    • Discounts will subtract an amount from the balance. They can be created as a percentage or a dollar amount using the drop-down in the amount box.

    • Coupons will subtract a dollar amount from the balance.

  8. Add as many charge items as needed, following the same method in step 7.

  9. To add to the account without recording the payment, click Create Charge.

  10. If payment has been received, click Create Charge & Pay and follow through with the payment processing.

How to Bulk Add Charges

  1. Click Business Tools > Billing Manager from the left navigation menu.

  2. Select the accounts to add the bulk charge.

  3. Click Actions > Bulk Post Charges from the upper right corner.

  4. Enter a title, description, due date, and details.

  5. Select whether or not this charge will immediately process for those with electronic payments set up. You may also waive the electronic processing fees.

  6. When satisfied, click Post Charges.

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