Adding charges to an account can be accomplished by clicking on Add Transaction on the top right under Actions.
As you can see, the Account name is already populated in the screen shot below. It will also show you the balance of that day and give you an option to go directly back to the account. To add a payment, make sure you select Payment from the Type of Transaction section.
You can then begin to enter the charge information such as the charge amount, what date the charge has been created and then what charge type. The options listed under the charge type can be adjusted by going to the Admin menu and then selecting My Lists. From there you will want to select charge types from the drop down.
The due date can be added to the charge and that will show up on the invoice that is generated and on the statements that are sent out. Notes are useful and can be located in the system from the transaction screen.
If you need to split the charge you can do so by checking off the Split this charge option.
If there are any payments currently open on the account they will be shown below and can be allocated right away.
If the charge will be a dedication you can click on the Pencil next to where it says None. The following pop up will appear.
Select the type of Dedication from the drop down provided and then enter in the information for the dedication. Click Save at the bottom to finish the process.
Once you are done, you can then send out an email to the person letting them know the charge was added to their account.
Check off the box that says send email. It will show you the email that is listed on file for that specific person. If you need to send it to another email or to an alternate email for the person you can use the More Emails section.
You can specify the Subject of the email and then enter in your own message. As you can see from the screen shot above, there is a default template already added into the message. You can generate your own message using the mail merge tags or you can create your own template by going to My lists from the admin menu and then selecting Template Texts all the way at the bottom.
When the email is all set to go, you can then specify what attachments you wish to add to the email. You can choose from the following options shown below.
