Lessons: Income Transaction Report
SwimOffice Admin - SuperUser / Lesson Admin - Full
View transactions by account/Chart of Accounts and also show how much and what type of payment the account made.
- Go to Lessons Admin.
- Chameleon users: In the side menu click Team Admin > Lesson Admin.
- New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
- Trans Tab
- Input your Transaction Date Range
- Optional: Set these filters
- Payment/Refund Method (--ALL--, Credit Cards, or Checks)
- Account Last Name for individual look up