Process family grant or scholarship payments

Issue/Question

A family has received a grant or scholarship to use for lessons. How do I apply this payment in Jackrabbit?

Resolution

To apply a grant or scholarship payment to an account, you will need to first need to add a drop-down list item for Transaction Types and Payment Methods that indicates these types of transactions.

Once those are created, you can apply the credit to the account by following the steps below.

1. Locate and ensure you are viewing the correct Family record and click the Payment/Credit button to open the Payment/Credit Transaction Entry page.

2. Change Transaction Type to Account Credit.

Note: It is very important that you change the payment type to make sure that the amount is not included in your revenue reports.
A warning pop-up will display: Non-monetary Transaction Types. This is to advise you that the credit will not be included in the revenue reports, including the Paid Fees report. Click OK.

3. Select the payment method in the Method field from the drop-down list.

4. Enter the amount in the Payment field.

5. Click Save Payment.

If a pop-up box opens that says, You have not fully applied this payment. Post anyway?, click Yes. Unless an unpaid fee is selected to apply the payment to, the payment will be applied to the default setting in the Transaction Settings.

⚙️Note: User Permissions may limit access to this feature or functionality.