Payments

Payments are funds that reduce or pay off a family balance. Payments come in different forms, such as checks, cash, credit cards, or other 3rd party forms or subsidies. If your business opts to use Jackrabbit Pay™, you will be able to process online payments quickly and easily.

Each Billing Profile in a Family Account carries its own balance. Fees and payments are all applied to a specific Billing Profile. The sum of all Billing Profile balances is the total balance for the family. When payments are recorded they immediately adjust the Billing Profile balance and the family balance. Payment transactions are posted directly to the Ledger Transactions and cannot be edited or deleted once posted.

Record a Payment

Payments are processed in Family Accounts. The Actions Menulocated in the upper right on all four tabs in a family account can be used to process payments. In addition, on the Billing tab, there is a link to Record a Payment. Use this method to record payments received from families from a variety of payment methods with the exception of online ePayments made through Jackrabbit Pay (see next section).

1. Go to the Left Menu > Family Accounts.
   Note: Be sure you have the right site selected at the top of the page.
   
   
   
2. Click the View All # Family Accounts link located on the Profiles card.
3. Select a Family.
4. Go to the Actions Menuand select Record a Payment. You can also use the Record a Payment link under the Account Balance on either the Billing or Transactions tabs.
5. Enter the details for the payment in the Record a Payment window.
   • From the drop-down, select Who is making this payment? You can also leave this blank if the Payer is someone outside the family, e.g., a Grandma making a payment.
6. Select the Payment Method and enter the amount. Optionally, add a Description.
7. Click Add Payment.

Family payments are automatically posted to the Ledger Transactions section under the Transactions tab as a credit. They are highlighted in blue and are quickly identified with the Paymentbadge, and the Family Account balance is reduced by the payment amount. 

Payments are considered historical transactions, so they cannot be edited or deleted.

Process an Online Payment (ePayment)

If your organization offers families the option to pay their fees using ePayments with Jackrabbit Pay you will use the Online Payment option in the family account. 

Accepted payment methods for ePayments include:

• Credit Cards (Visa, Mastercard, Discover), and FSA/HSA cards
• Bank Accounts/ACH (USA only)

After a payment method is added to a family contact, you are ready to process payments online.

1. Go to the Left Menu > Family Accounts.
   Note: Be sure you have the right site selected at the top of the page.
   
   
   
2. Click the View All # Family Accounts link located on the Profiles card.
3. Select a Family.
4. Go to the Actions Menuand select Online Payment. You can also use the Online Payment link under the Account Balance on either the Billing or Transactions tabs.
5. Enter the details for the payment in the Online Payment window.
   • Select the Payer from the drop-down list. The payer must have a payment method added.
   • Select a Billing Profile from the drop-down list.
   • Select a Payment Method if more than one was created.
   • Enter the Amount of the payment.
   • Add an optional Description.
6. Click Charge $0.00 (the dollar amount entered above will populate here).

The amount paid is immediately reflected in the account balance on the Billing tab and in the Transactions tab under Ledger Transactions.