Accounting tab - Add Entry /Line Item

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

1. Go to Any Student Record > Accounting Tab > Menu > Add Line Item
   
2. Add Line Item:
   • 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.

• 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.