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Resource Center

How to Track Daycare and School Tuition in Shepherd’s Staff

May 11, 2018 9:31:37 AM

How-to-Track-Daycare-and-School-Tuition-in-Shepherd’s-StaffWith its Accounts Receivable (AR) system, Shepherd’s Staff can help your daycare or school keep track of all the moving parts of tuition.

What Is the Accounts Receivable System?

The Accounts Receivable system is a single, self-contained window in the Finance module. In this system, you can do the following:

  • Generate invoices for school and daycare tuitions
  • Track payments through multiple payees and scholarships
  • Manage sets of line items such as tuition, technology, and athletic fees
  • Customize discounts and payment structures

How to Access the AR System

You can access the Accounts Receivable window by clicking on the AR icon in the navigation bar; this icon looks like a hanging calendar and has the letters “AR” on it. You can also access the window by navigating to “Transactions” > “Accounts Receivable”.

Adding and Editing AR Accounts

Accounts can be added or edited within the Accounts Receivable window. In the top left corner of the AR window, use the dropdown menu to choose the type of item to view accounts for, such as charges or fees, transactions, payments, or awards.

After you have used the dropdown menu to switch to the view you need, you can use the buttons along the bottom of the window to add, edit, delete, or copy a record. You can also print statements or mailing labels from within the AR window by clicking the “Print” button in the lower right corner of the window.

Accounts Receivable Window in Shepherd's Staff

If you have any questions, please give our support line a call at (800) 346-6120 or email us at support@cts.cph.org. Our team is available Monday–Friday, 7:30 a.m.–5:00 p.m. Central Time.

Buffy Alvarez

Written by Buffy Alvarez

Buffy Alvarez serves as Associate Marketing Manager for Concordia Publishing House. She received a Hospitality and Tourism Certificate from Hickey College in Saint Louis, MO. She is married with three daughters. Buffy loves the sunshine, whether she’s gardening or getting a chance to enjoy the beach life.

Shepherd’s Staff

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