Transactions by Athlete
Previous  Top  Next

From the bottom of the QuickBilling screen, click on the Transaction by Athlete tab to quickly and easily charge or credit Accounts based on groups of active athletes.


Enter the Code, such as E for "Entry Fee", a description of the charge or credit, such as "Registration Fee", and the date for posting, which can be different than the current date. Enter the amount and whether it is a charge or credit. Enter your group and subgroup choices, if any.
Note that inactive athletes are never included in the QuickBilling routines.

After you have entered your choices, click the
Start Billing button and a Posting List will appear such as the one below.


From the QuickBilling Posting List, you can click the printer icon to create a report of the list. If you see anything that is incorrect, click the Close Without Posting button, make your corrections and then create the Posting List again. Once you are satisfied that the posting list is correct, click the Post To Accounts button and all accounts on the list will be charged. To verify the charges, you can select an account in the Accounts Menu and look at the transactions or create some invoices. In addition, you could create a Daily report to see a full list or go to Reports / Account Financials / Transaction Summaries.