Bulk Add Payments

This article will assist you with bulk adding payments for Families or Children at your Service.

Overview

The option will allow you to apply a bulk credit to 1 or More Families or Children.

This would be of assistance for example - Applying State Funding Credits where the amounts are all the same or adding Bulk Bond Credits if you are carrying them over from a prior owner or software. Note: This option will not take money from Families bank accounts/credit cards.

Applying the Bulk Payment

To apply the Bulk Payment/Credit

Select the Payment & Billing Screen

Select the Payments Tab
Select the Green + Add button
Select Bulk Add Payment(s)

The payments can then be assigned to:

Payment Account/s - (Family/ies)
Child/ren

Advanced Search can be used to refine:

Payment Account Advanced Search

Bookings from/to dates
Selected Rooms
Selected Sessions/Fees

Children Advanced Search

Bookings from/to dates
Selected Rooms
Selected Sessions/Fees
Exclude Children with selected Tags
Include Children with selected Tags

In this example we are applying the Bulk Payment/Credit to Children

Select required filters then select Search

Select the required Children
Type - Select Either Fee Payment or Bond Payment
Payment Date - The Date the payment will be receipted for
Transaction Category - Select the Transaction type eg. Bond Credit
Amount ($) - Add in the payment/credit amount
Description - This will populate from the created Transaction type, more information can be added if required
Select Save

Updated on: 09/03/2022

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