DanceWorks Account Screen
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Account Screen - Overview
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
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Account Screen - Mail Codes Tab
- Displays the mail codes you have assigned to an account
- Allows you to assign additional mail codes to an account
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Account Screen - Notes Tab
- Shows custom notes you have entered for an account
- Allows editing of existing notes or entering new notes
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Account Screen - Emergency Contact Tab
- Displays editable emergency contact information for the account
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Account Screen - Custom Tuition Tab
- In accounts billed using Custom Tuition, this tab appears
- Your choice:
- Enter a total tuition amount and distribute it monthly as you choose
- Enter a specific tuition amount for each month nyou wish to bill the account
- Features discounting by amount or percent
- You choose the billing frequency, starting month and number of billing periods
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Account Screen - Credit Card Tab
- Displays stored credit card information for the account
- Card editing in password protected
- Place accounts in payment groups for easy billing
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Account Screen - Enter Charge
- Enter individual charges for an account
- Drop down menu makes organizing your charges a breeze
- Edit the charge date to post-date an account charge
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Account Screen - Enter Payments
- Enter cash, check or credit payments for an account
- Allows selection of stored credit card or entry and saving of new card
- Payment date field is editable
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Account Screen - Apply Payments
- After entering a payment, DanceWorks prompts you to apply it to a charge
- Apply multiple payments to single charges and vice versa
- Keep charges and payments paired together so you know exactly what your customers have paid for
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Account Screen - Account Transactions
- Displays all transactions associated with an account
- View balances, enter charges and enter payments
- Place accounts in payment groups for easy billing
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Account Screen - Transaction Pairs
- View which payments apply to which charges (or if a payment has been applied at all!)
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Account Screen - Printing and Emailing
- Print or email registrations, confirmations and statements with the touch of a button
- Add or edit default notes, terms and messages



