The Financial Adjustments page is where you can manage any fees other than booking fees. Some examples include excursion fees, admin fees, late pick up fees etc.
Clicking into the 'Financial Adjustments' page will initially provide you with a running sheet of all historical adjustments over time for ease of reference. You can display up to 100 records at a time.
Adding a Financial Adjustment
- Select Financial > Financial Adjustments
- To create a new adjustment click on the "Add" button
- You will be brought to this screen
(a) Select Children: You can type in multiple children's names in this field. You can also choose to select "All Children", "Active Children", "Inactive Children", or "Waitlist Children"
(b) Recurring fee: You can choose to make a fee recurring over a period of time to be monthly or weekly. Add in a date in the "End Date" field.
(c) Start Date: This is the date that will appear on the parent's statement.
(d) End Date: Only required if you have chosen a recurring fee.
(e) Type of Adjustment: Miscellaneous will appear on the Debit side on a parent's statement. Discount/Credit will appear on the credit side on a parent's statement.
(f) Item: Choose from a list of Xplor's generic pay items. You can add in more pay items by going into Settings > Service Settings > select service > Pay Items.
(g) Amount: The amount you would like to apply to a parent's account.
(h) Comments: This field is not required. You can add any extra comments for future reference - this will appear on the parent's statement.
- Click "Save"
- Allow a few minutes for this transaction to appear on a parent's statement