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How To Articles
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- How to Create a Family
- Student Profile
- How to Update a Student's Information on the Student Profile
- How to Inactivate or Freeze on the Student Profile
- How to Use the Student List / Member List
- How to Use Student Sign-Up
- How to Create a New Student
- How to Create and Add Awards
- Prospect and Student Statuses
- How to Use Agreements
- How to Use the Programs Section (Ranks Overview, Eligible to Promote, Promotions)
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- How to Use the Kiosk Check-in Screen
- How to Create a Kiosk Check-in Screen Shortcut (Chrome)
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Kiosk Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
- How to Use Mass Check In
- How to Print Barcode Labels for Attendance Check In
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How To Videos
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Getting Started
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- Step 1: Get Up and Running with Kicksite
- Step 2: Customize Settings to Work for Your School
- Step 3: Basic Kicksite Tasks
- Step 4: Get Finances Set Up
- Step 5: Bring in New Students with Marketing Tools
- Step 6: Keep Students Connected
- How to Create a New Membership Template
- How to Create a New Student
- How to Use the Programs Section (Ranks Overview, Eligible to Promote, Promotions)
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FAQs
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- 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 Kiosk Check In Screen
When recording a payment in Kicksite, you may need to backdate it.
Why backdate?
Payment types collected outside of Kicksite—like cash, Venmo, or a Square card reader—should still be recorded in Kicksite for accurate accounting and reporting purposes. But you may not add those records until a while after the money was actually collected. Backdating them is a simple way to make sure external reports align with Kicksite’s records.
The limits of backdating
Merchant provider payments (collecting a credit card or ACH directly through Kicksite) can’t be backdated since money is collected at that exact moment. After all, merchant providers can’t go back in time to collect their payments.
Currently, only One-Time Charges can be backdated.
Enabling backdating
Before you can begin backdating, go to Finances Settings and turn on the Backdate Payments toggle. Carefully read the text explaining risks associated with backdating.
When backdating, you’re adding new revenue to a past time period. This may change or affect certain reports. Be careful when referencing monthly or weekly reports, and ensure you’re considering backdated payments.
Enabling backdating in finances settings.
How to backdate a One-Time Charge
The backdate payments toggle must be on in Finances Settings.
- Click on the One-Time Charge button in the invoices section, or use the Add New + menu on a profile’s finances module and select One-Time Charge.
- The date field automatically selects today. Click on it to choose a day in the past.
- You can’t record payments in the future – to schedule a payment, create a one-time recurring billing for a future date and turn autopay on. It will automatically charge the attached payment method on the due date.
- Choose a revenue stream and price.
- (Optional) Configure tax and/or enter a description.
- Choose a payment type.
- Since a past date was selected, any integrated payment types (credit card and/or ACH) are disabled.
- Click Continue to proceed to the Pay Open Balance window.
Backdating a One-Time Charge, for a payment collected last week.
