Billing Reminders for Time Off/Vacation or Absent Credits
A parent comes to you and says, “We’ll be taking the week of the 25th-29th off.”
In the past the steps that would be taken is the user would go into Billing Box
Click on Reminders
Enter a date and a note
Then later on someone would pull those reminders
Make modifications to the billing
Here’s how this would ideally go for you now:
A parent comes to you and says, “We’ll be taking the week of the 25th-29th off.”
Response: “Great, let me get that set up for you.”
Go into Schedule Exceptions for the child(ren) in the family:
Enter the dates of the vacation so that you have a log of these absences.
Then go into the ledger card for that family and apply a vacation credit for the week of 1/25/2010.
This credit will automatically affect and decrease the regular weekly billing run that you will run on 1/25. (Ex: $700 weekly for 3 kids, $700 vacation credit, remaining balance after autobilling 0.00).
There is no longer a need to leave “post it notes” in the software as it is now taken care of in two steps.
However, what if you want to still do it the old way thru reminders:
Well if you do, here are the steps (not recommended but here ya go):
Go to HOME>CONFIGURATION>SYSTEM>Tracking Items & User Defined.
Set up your fields and be sure to Expose each New User Defined field to All Regions
(Click and click, expose to all regions below)
Go into Family Data & Click on the User Defined Field Icon above the parent info:
Then you can run monthly or weekly reports on Billing & Call Alerts on the account:
