Adding a Transaction Item to a Student's AR Account

Adding a Transaction Item to a Student's AR Account

Adding a Transaction Item to a Student's AR Account

Adding a Transaction Item to a Student's AR Account from Defined Items or Manually

1. Log into PraxiSchool

2. Click "Admin"

3. Click "Accounts Receivable"

4. Select Billing Account

5. Click $ to Add the Transaction Item

Adding a Transaction Item from Defined Items

6. Select the Transaction Item from the Defined Items Dropdown Menu

Adding a Transaction Manually

7. Click the "Debit" field.

8. Select the Student

9. Enter the Comment

10. Select the Appropriate G/L Number

11. Enter the Amount

12. Click Post

1000.1.5

    • Related Articles

    • Adding Billing Contracts to a Student's AR Account

      Adding Billing Contracts to a Student's AR Account 1. Log into PraxiSchool 2. Click "Admin" 3. Click "Accounts Receivable" 4. Select the Billing Account 5. Click the "Contracts" tab 6. Click "New" 7. Click "Add Template Group" 8. Select Student (only ...

    • Batch Billing a Transaction Item to Student Accounts

      How to Batch Bill a Transaction to Student Accounts 1. Log into PraxiSchool 2. Click "Accounting" 3. Click "A/R Tasks" 4. Click "Batch Billing" 5. Click the "Students" field. 6. Select the "Grade " option. 7. Select the Grade Level(s) 8. Click "Load ...

    • Adding Transaction Items (Defined Items) - Departments & Rules

      Adding Transaction Items (Adding Transaction Items with Assigned Departments and/or Rules) 1. Click "Lists" 2. Click "A/R Accounting" 3. Click "Transaction Items" 4. Click "Add" 5. Enter Description & Comment (Description & Comment are typically the ...

    • Creating a Basic Transaction Item (Defined Items)

      Creating a Basic Transaction Item (Defined Items) 1. Log into PraxiSchool 2. Click "Lists" 3. Click "A/R Accounting" 4. Click "Transaction Items" 5. Click "Add" 6. Enter Description & Comment (typically these are the same) Add Notes (Optional) 7. ...

    • Posting a Refund to an AR Account

      Posting a Refund to an AR Account 1. Go to Accounts Receivable 2. Select Student Account 3. Click "$" in the Blue Box 4. Select the "Account Refund" option from the Defined Item Dropdown Menu 5. Verify Date and Update Amount (if necessary) 6. Enter ...