Reviewing invoice history for a youth program group

If you need to check to see if a youth program group member is paid up, you can easily check their invoice and payment history going back 24 months.

  1. In the Data Entry main window, click View and select Youth Program Groups to bring up the Youth Program Groups window.
  2. Click the Invoice/Account History tab.
  3. You will see the account history for each group member. You can select how many months back you want to display up to 24 months.
  4. To add notes for a particular month, double click the cell for that month and customer and enter the note. Once you finish the note, only the first word will appear in the cell, but you can hover over the cell for the entire note to appear. Payment notes will not be displayed at check-in.
  5. Click the Print History button to create a report for printing, saving or emailing.  



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