Workflow:

Program Form: https://axiom.veracross.com/carmelhs/#/detail/program-registration-config/48/2490-general


Receipt category of the payments for the form is Deposits: https://accounting.veracross.com/carmelhs/#/detail/system-parameter/157/785-general


Invoice Type for the Form is Summer Programs:

https://accounting.veracross.com/carmelhs/#/detail/system-parameter/152/785-general

https://accounting.veracross.com/carmelhs/#/detail/ar-invoice-type/7/643-general


Billing Workflow so that revenue can be recorded on the Class Level (not Program Form level):

  1. Families register via program form - Unposted Student Charges will generate
  2. Post Receipts normally (for time being posted funds will sit in the cash deposit report)
  3. Either wait until Registration is over, or once it is confirmed that funds are received via payout, you can invoice the charges that generated. (See this documentation)
    1. Create Summer Camp Invoices (ensure to check off existing charges only, set school year, set invoice type, (option code 3))
    2. Mark Ready for Invoicing
    3. Move Charges onto Invoices
    4. Post invoices
  4. Apply deposits to invoices