Accounts

Accounts Main Menu

  • Display all of your accounts by status
  • Quickly locate and open an account, searching by first name, last name, phone number or account number
  • Open a new account with the touch of a button

Account Information Screen

Click through the slideshow to see all the features DanceWorks has to offer!

The DanceWorks Account Screen displays:

  • Account Address, Phone, E-Mail
  • Parents’ Home, Work and Cell numbers
  • Emergency Contact Information
  • Balance Due, Last Payment Date and Amount
  • Students associated with the Account, their status and their tuition amounts
  • Credit Card Information on File
  • Account Notes

From the DanceWorks Account Screen you can perform the following functions:

  • Send an e-mail to the account
  • Set the Tuition Calculation Method
  • Set the Account Billing Frequency
  • Add an Account Fee to the account
  • Go To a Student Screen
  • Add or Delete a Student
  • Add Mail Code Groups
  • Enter a Charge or Payment
  • View Account Transactions
  • Print and/or e-mail the following:
    • Registration Form
    • Account Confirmation
    • Account Statement
    • Coupon Books

Account Transactions

  • Displays all transactions associated with an account
  • View balances, enter charges and enter payments
  • Enter cash, check or credit payments for an account
  • Allows selection of stored credit card or entry and saving of new card
  • View which payments apply to which charges

Screenshots