Setup in Accounts Receivable

Setup requires a separate add-on. Payments are made from customers through Receipts and Deposits.

Categories Tab

Categories are required to create an item.

Search and Edit

  • Enter a Description in the search field.
  • Click the edit link. The Edit Category form will display.

Add Category

  • Click the add link. The Add Category form displays.

  • In the Description field, enter a category to place the items in. This will populate the Category drop-down list in Manage Invoices.
  • Check the Display box to display the category throughout School LINQ.
  • Enter a Username in the search field to search for an employee.
  • Select Employees that are able to use the category by checking the boxes in the grid.
  • Click the save button.

Items Tab

Item Codes are required to add lines in the invoice.

Search and Edit

  • Enter a Description in the search field to search for an item.
  • Click the edit link. The Edit Item form will display.

Add Item

  • In the Description field, enter a category to place the items in.
  • Check the Display box to display the category throughout School LINQ.
  • Enter the item code into the Item Code field. This will populate the Item Code drop-down list in Manage Invoices.
  • Enter a price in the Price field. This will populate the Price field in Manage Invoices.
  • Select a category for this item to belong to from the Category drop-down list.
  • Click the save button.

Billing Groups Tab

This is where Customers can be lumped into a group for invoicing.

Search and Edit

  • Enter a Description in the search field.
  • Click the edit link. The Edit Billing Group form will display.

Add Billing Group

  • Click the add link. The Add Billing Group form will display.

  • Enter a description in the Description field.
  • Select a category for this item to belong to from the Category drop-down list.
  • Check the Display box to display the category throughout School LINQ.
  • Enter a Customer in the search field to search for a customer.
  • Select Customers to be added to the billing group by checking the boxes in the grid.
  • Click the save button.

 

 

 

 

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School LINQ Help, updated 01/2021