Make a Store Sale

Issue/Question


How would I post the transaction for a store item and then post the payment for someone who is not a student.

Resolution


To make a Store sale without posting the fee to a specific family you will want to use the Store account.

  1. Navigate to Store > Make Sale
  2. Confirm Store rather than a specific family is shown under Store Details
  3. Add the item in the Select Store Items section. Add a discount or adjust price, if needed.
  4. Do not select a student or class.
  5. Click Save Fee & Pay Now
  6. In the Payment/Credit Transaction Entry pop-up window, select the appropriate Transaction Type and Method from the drop-down menus
  7. Under the Sale Transaction Fees section enter the amount in the Apply Amt box 
  8. To save as Cash, Checks, or Other Credits, click Save Payment button
  9. To charge item to a credit card, click Use New Card button then add the card information

 

Have a great weekend!

 

Best regards,

 

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

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