Financial
Charges, payments, receipts, closeouts, deposits, refunds, fees, and financial workflows.
6 guides
Download category PDFUnderstand Fees, Charges, Payments, and Review Status
Financial distinguishes a fee definition, an actual charge, a payment allocation, and a receipt. Guided outcomes also require intentional financial review, even when no balance is due.
Read guide →Collect a Payment and Allocate It to Outstanding Items
Collect Payment reviews a person’s eligible outstanding items and creates one auditable receipt. Confirm the payer, selected charges, and amounts before recording anything.
Read guide →Review a Receipt and Produce a Copy
Receipts provide the payment number, payer, amount, method, date, reference, allocated line items, remaining balance, and receiving staff. Review the correct receipt before providing a copy.
Read guide →Review Refunds, Voids, Waivers, and Adjustments
Use the correction matching the event: a refund relates to a recorded payment, while an adjustment or waiver changes an eligible charge. Preserve the original transaction and audit trail.
Read guide →Close a Cashier Period, Prepare a Deposit, and Reconcile It
Financial Operations moves revenue from collection through cashier closeout, deposit preparation, and reconciliation. These are separate stages with different review requirements.
Read guide →Configure Fees and Required Workflow Rules
Fee Schedule controls the catalog and each guided workflow’s use of a fee. All fees are optional by default in the inspected interface unless explicitly configured otherwise.
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