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.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’.
6.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.