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The Money button allows entry of fee payments, account billings and other transactions that directly debit or credit a family's account.
Centre
If you are logged into more than one centre, choose which centre the transaction will be assigned to.
Stat Account
(Statement Account) If you are running multiple statement accounts (ie, General, Bonds, Fundraising etc), choose which statement account the transaction will be assigned to. See Configure Statement Accounts.
Type
Select the type of transaction being entered (e.g. Fee Payment, Bond Refund etc). See Adding and Editing Transaction Types.
Pay Method
If this transaction is a payment, select the method used to make the payment. Different payment types are enabled / disabled under Transaction Details. See Adding and Editing Transaction Types. Payment types currently supported include:
Show Receipt Number
If entering a receiptable transaction (generally payments of some kind), tick this to have the receipt number displayed immediately after entry. This is useful if you do not immediately print out receipts, but maintain a manual system for tracking payments. For example, you may write the receipt number onto a cheque.
Bulk Transactions
Certain transaction types can be configured to allow "bulk" operation; meaning that multiple accounts can be selected and the same transaction applied to each. This is useful for entering charges such as yearly enrolment or registration fees. Simply select all the families, press Money and choose the enrolment fee to have every highlighted family charged.