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How To Articles
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- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- How to Use Mass Check-In
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
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How To Videos
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- Video: Intro Billing Training
- Video: How to Set Up the Inventory
- Video: The Payments Dashboard
- Video: The Billing Dashboard
- Video: Vault Invite
- Video: Adding a Vault Item
- Video: Creating an Invoice
- Video: Invoicing Dashboard
- Video: Invoice Details
- Video: How to Refund a Transaction
- Video: Switch from Classic Billing to New Finances Orientation
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Getting Started
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FAQs / Best Practices
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Delete a Program or Rank with Students Attached
- Tip: Use Programs to Track Employee Time
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
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2023 Finances Uplift
Adding more specific Revenue Streams (formerly called Payment Reasons) can help when it comes time to reconcile your business’ finances. If you’ve added Revenue Streams and have been careful about using them when you create invoices and set up recurring billings, it will be easier to sort your financial records.
How to add Revenue Streams:
1. Click the Quick Connect icon, click Settings, and then click Finances. Alternatively, click your username in the upper-right corner, click Settings, and then click the Finances tab.
2. In the Revenue Streams section, type the name of the stream in the text field. Click the check mark or press Return/Enter. (Keep in mind that you need to keep the text to 125 characters or less. If you go over, you won’t be able to save the revenue stream.)
You can edit, archive, and delete a revenue stream as follows:
- To edit a revenue stream, click the Edit icon (it looks like an orange pencil) for the stream you wish to change. Edit the text and click the check mark or press Return/Enter.
- To archive a revenue stream, click the Archive icon beside the stream. (The Archive icon looks like a blue box.)
- To restore an archived revenue stream (to move it back to the Active tab), click the Archived tab, and then click the Restore icon (it looks like a green, circular arrow).
- To delete a revenue stream, click the Archived tab. Click the Delete icon (it looks like a red trash can). Click the Delete button to confirm that you want to permanently remove the revenue stream.
When you create an invoice or set up a recurring billing, be sure to select the correct revenue stream from the Revenue Stream drop-down list. (If you are on Classic Billing, this drop-down list will appear as Payment Reason.)
The revenue stream you select will appear in the Revenue Detail report.
To export the Revenue Detail report (Classic):
1. Click View on the dashboard (it’s right beside Vitals).
2. Click Revenue on the menu bar.
3. (You may need to scroll down.) Click the Export to Excel link on the Revenue Detail bar. A .csv file downloads.
In the Excel file, you can sort or filter by the Payment Reason column to get more detailed information about your business’ revenue.