Set up your Finance Options
Prior to processing statements or receipts, you will need to set up your Finance Options.
1.Click on the Administration Tools icon.
2.Click Menu and select Finance Options from the list that appears.
3.Enter the Bank Account Number. Click Save.
4.Enter the School GST Number. Click Save.
5.Click Hide GST Column slider to 'Yes' if you do not want GST to show on your statements.
6.The next 3 'Statement for payment preferences lines' will print at the bottom of your statement, one under another. Enter these and click Save. e.g ‘Our Preferred Payment Method is Internet Banking to ASB 99-9999-9999999-99’; ‘The School Donation is Optional’.
7.The next slider 'When creating new caregiver accounts ....' relates to the ability for parents to view financial data when logging into LINC-ED to view student learning. Leave this set to 'No' until you are ready for online viewing. Each Caregiver Account has the 'Show Invoice' flag set to 'No' by default. When you are ready to allow parents to view finances online have LINC-ED turn all your Show Invoice flags to 'Yes'. Then update this slider to 'Yes' so that all NEW Caregiver Accounts will be created with the Show Invoice flags turned on.
8.Enter the 'Statement shown on receipts'. Click Save. This will print at the bottom of receipts so can be used to indicate a Tax Invoice. e.g. This is a TAX Invoice.