Sell a Store item

Objective

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Sell a Store item to a family.

Solution

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Sell Store items from the Make Sale/Post Fees page of the Family record. Starting the sale from a Family record automatically associates the transaction with that family's account and allows you to post the fee or collect payment immediately.

1. Go to the desired Family record.
2. Click the Make Sale/Post Fees button.
3. In the Select Store Items section, search for or scan the Store item.
4. Update the Quantity, and if applicable, select a Student, Class/Event, or enter a Note.
5. If applicable, apply a discount.
6. If applicable, add additional non-Store fees in the Post Fees section.
7. Choose one of the following:
   • Save Fee & Pay Now to post the fee and collect payment immediately.
   • Save Fee to post the fee to the family's account without collecting payment.
8. If you selected Save Fee & Pay Now, complete the payment on the Payment Transaction Entry page.

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