Posting Cash Receipts to a Revenue Account

To post a cash receipt directly to a revenue account, Navigate to the Financial >>  Setup  >>  List tab.  Please note that you WILLNOT post cash receipts related to Invoices on this tab - Cash receipts related to Invoices MUST be posted directly to the respective Invoice.  

To add a receipt, click on the Add Receipt button.

Select the revenue account to post the receipt and ensure the receipt had a payor, event date, description and amount.  Click on the Add button to add your receipt into SchoolFi.

To post, or apply, the receipt, check off the receipt and click on the Apply Checked Receipts button.