Finance & Accounting
Creating a Customer Credit
Creating a Customer Credit (reversal)
Applying Scholarships to Existing Invoices
Changing Customer on Invoices
Cleaning up Customer AR
Creating an Open Invoice (no payment)
Credit Card Privacy & Refund Policy
Credit Card Reversal Override Authorization
Credit Card Sharing
Critical Accounting Details
Daily Deposits
Deleting Team Credits
Emailed Receipts from Dash
GL Codes
General Ledger (GL) Report – Exporting for Financial Software SystemsLearn how to run and export the GL Report for use with different financial software systems.
Intercompany Report
Location Payments for Open Invoices
Migrate Account Credits
Pass Report
Payment Plans & Payment SchedulesLearn how to set up, manage, and monitor customer payment plans and schedules, with settings and notifications
Posting Sales Transactions
Preventing Invoice Payments Across All Locations
Quickbooks/Intacct Integration
Reference Transactions
Scheduled Payments Report
Scholarships
Season Enrollment & Revenue Comparison - Class
Settlement Times for Processors
Split Tender Refund
Suggested Camp Revenue Deferral Methodology
Suggested Class Revenue Deferral Methodology
Suggested Membership Revenue Deferral Methodology
Suggested Team Revenue Deferral Methodology
Time of Day and Day of the Week Discounts
Transaction Fee
Transferring Account Credit
Using a Credit Card Terminal
Using an Account Credit
Using an Account Credit from a Different Customer
Voiding Invoices
Invoice Payment Allocations