Accounting tab - Add Entry /Line Item You met with the Student for a 1 hour session. It's now time to add a Line Item to the Student's Accounting Tab
How to add Line Item
-
Go to Any Student Record > Accounting Tab > Blue Beach Ball > Add Time
- Add Time:
- Enter todays date (or whenever the session happened)
- Highlight the parent icon to the right of the date in order to automatically add this Line Item to the Invoice
- Add miles if you want to track your drive to the meeting location
- Enter 1 hour (and any minutes if applicable)
- Select the 10 Hour Block Package Billing Profile from the drop-down menu
- Type a custom note if applicable to client
- Click Submit.
Notes
- By adding this line Item, you have now effectively applied a charge to this student's account
- By entering 1 hour, you have also applied the first hour of the package, against the package. If the hour block was 10 hours, the client now has 9 hours left.
The green bar will show the countdown of hours remaining.
