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Rosters

Reconciling Owed Classes

There are 2 methods for reconciling owed classes.

 Auto-reconcile (During a Sale)

When selling a student a series, if they owe for one or more credits, you will be prompted with the following message after adding the series to the invoice: “This student owes for ___number of classes. Do you want to apply these classes to the owed ones”? If you select OK, the credits will automatically be from the owed series. If you select Cancel, no credits will be deducted and you may reconcile the owed classes manually.

 Manual reconcile (From the Student’s record.)

1. Go to the Student icon
2. Find the student's record
3. In the Attendance History tab at the bottom of the screen click the Reconcile button next to the owed class
4. Confirm that you would like to reconcile the owed class
5. Either apply a series or make a Quick Sale to reconcile the class
6. Once you have finished the Quick Sale or selected the series to apply, click on the selected series or Single Class to return to the main student screen

Note: If a single class or series is sold to a student who owes, you will be prompted to reconcile the owed class. If you select OK, the owed class will be reconciled

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