How to manage Transactions in iCare?

Posted on: 4/8/2020 9:01:11 AM
Replied by : support@icaresoftware.com

The transaction is a detailed ledger for all accounts.

1. Login into iCare by using your login credentials.
2. Click on Accounting on the left navigation panel and select Transactions from the drop-down.

Email invoice:

1. A select set of children to whom you want to email the invoice.
2. Click on the Action button and select the Email Invoice from the drop-down.
3. An invoice will be emailed to the selected child’s configured email account.

Email Payment Receipt:

1. A select set of children to whom you want to email the Payment Receipt (Type column of the selected rows must contain the value payment or refund).
2. Click on the Action button and select the Email Payment Receipt from the drop-down.
3. Payment Receipt will be emailed to the selected child’s configured email account.

Email Statement:

1.A select set of children to whom you want to send an Email Statement.
2. Click on the Action button and select the Email Statement from the drop-down.
3. Email Statements will be sent to the selected child’s configured email account.

Transfer Transaction:

1.Transfer Transaction is used to change the existing payer of the account.
More details on the transfer transaction are available in below video link.

https://youtu.be/Db0bcWsmoek

void transaction:

1.A select set of children’s transaction which needs to be voided.
2. Click on the Action button and select the void transaction from the drop-down.
3. The voided transaction can be viewed by clicking an All button and selecting voided transactions from the dropdown and you can also unvoided them.

Add charge or credit:

To add charge or credit to a particular transaction.
1. A select set of children to whom you want to Add charge or credit.
2. Click on the Action button and select Add charge or credit button from the drop-down.

Advanced Filtering:

Click here to know more about Advanced filter:

https://icarenextgen.icaresoftware.com/support/Thread?threadid=db8648a8-e0d1-485e-b2fb-39467cd41ee6

View Direct Deposits:

https://icarenextgen.icaresoftware.com/support/Thread?threadid=35f74e8d-0aa7-43bc-a48b-08d9ff292df5

 

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