Carr Engineering, Inc.

This section covers how to process single transactions and bulk transactions to invoice members.

You will be able to apply transactions in order to generate invoices either for one member at a time or in bulk across mulitiple members' accounts for any of the charge types you've created. For example, you might apply a bulk transaction across certain members for Insurance payments, which will invoice those members for the amounts specified for your insurance charge type. This article covers the following topics:

• Processing a Single Transaction
• Processing Transactions in Bulk

Charge types are discussed in detail in section 4 of this guide. 

Processing a Single Transaction

To process a transaction for the purposes of invoicing a single member of your organization, first click on Account Statement in the Navigation Bar at the top of your site (Figure 1).

Figure 1. Go to Account Statement to process a single transaction.

You will then see your own account statement and balance. On the left side of the screen, select the member you wish to invoice under the Account Statements header.

Figure 2. Select a member of your organization to process a transaction for them.

Now you'll see that individual's current balance. To add a new transaction to the member's invoice, click the new link to the left of today's date. You'll then see the Edit Transaction window pop up (Figure 3).

Figure 3. Enter details for the transaction.

Select the charge type you would like to apply. Once selected, the charge type's price should appear automatically, if applicable. For example, you might bill an insurance payment of $5 for the individual, as shown above. Enter the quantity you'd like to bill the member for, and enter a comment if necessary. When finished, click Add Transaction.

The transaction will now appear in the user's statement (Figure 4).

Figure 4. The user's statement now includes the new transaction.

Processing Transactions in Bulk

You can also process transactions in bulk for multiple users at once in SkyManager. First, click the Bulk Operations link under Administrative Tools in the Control Panel (Figure 5). 

Figure 5. Navigate to the Bulk Operations page from the Home Page.

Then on the next page, select Transactions. This will take you to the Transactions page (Figure 6).

Figure 6. Bill members en masse from the Transactions page.

Next, select the charge type you'd like to bill for from the Transaction Category field. Once you select a charge type, you will see a field under the Quantity column for each user. Enter the amount of the selected charge type you'd like to apply to each member. For example, you can can apply monthly dues for one or more months or bill insurance payments for all or just some of the users on the page. When finished, click Create Transactions.

Once complete, the page will refresh so you can continue to add transactions in bulk. Any transactions applied here will appear in users' account statements immediately.