The Hub

The Hub

The Hub - Students/Members Area

The Hub - Students/Members Area

Pay Pal API Setup Information

What information is needed to accept payments from PayPal through Charms.

Miscellaneous Ledger Overview

Miscellaneous Ledger Overview

Miscellaneous Deposits

Making a Miscellaneous Deposit

Miscellaneous Ledger Withdrawal

Refunding Money to a Student

Miscellaneous Billing

Billing For Miscellaneous Items

Miscellaneous Credits

Post a Miscellaneous Credit

Transfer from Misc Ledger

Transfer Money from the Miscellaneous Ledger

Delete Miscellaneous Transaction

Delete Miscellaneous Transaction

Transfer to Pay Multiple Fixed Payments

Pay Multiple Fixed Payments by Transfer

Fixed Payment Overview

Fixed Payment Overview

Collecting Multiple Fixed Item Payments

Collecting Multiple Fixed Item Payments

Bill By Student Fixed Payments

Individual Student Bills

Setup Fixed Payments

How to setup fixed payments

Collect Student Fixed Payments

How to collect money for fixed payments

Fixed Payment Summary

Fixed payment summaries

Trip Ledger

Understanding the Trip Ledger Screen

Trip Summary

Understanding the Trip Summary

Global Assign Trips and Collect Money

Assign People to the Trip and Collect Money

Collect Money From Many People at Once

Collect Money From Many People at Once

Setup Trips

How to create a trip

Create Trip Wizard

All the steps to create a trip

Work With Chaperones

How to add, modify and delete chaperones

Fixed Payments

How to Waive fixed payments

Global Collect Money and Post Profit

Collect Money and Post Profit for all

Globally Enter Value Given

Globally Enter Value Given

Fundraising Ledger

Fundraising Ledger - Entering Product Value

Fundraising Overview

Fundraising Overview

Fundraising Ledger

Fundraising Ledger - Collect Money

Setup Fundraiser

How to setup fundraisers

Fundraising Ledger

Posting Profit to the Fundraising Ledger

Fundraising Ledger

View/Delete Student Fundraiser Transactions

Using the Inventory Import Wizard

Using the Inventory Import Wizard

Using the Student Import Wizard

How to Import your Student list

Importing your uniform information

Using the Uniform Import Wizard

Importing student uniform sizes into Charms

Using the Uniform Size Import Wizard

Importing your library into Charms

Using the Library Import Wizard

Importing Misc. Ledger Opening Balances

Using the Import Template to upload opening student balances

Shopping Cart/Online Store

Online Store Overview

End of Year Process Overview

Looking at the End of Year Process

End Of Year - Steps 1 through 4

End of Year - Steps 1 through 4

End of Year Steps 5 and 6

Graduating and Promoting Students in the End of Year Process

End of Year - Steps 7 and 8

Closing out financials and ending the school year

How Parents Use the Store

How Parents Use the Store

Creating New Store Items and Styles

Creating New Store Items and Styles

Processing Store Orders and Payments

Processing Store Orders and Payments

Basic Setup in the Online Store

Creating Color, Size, and Photo Options for your Online Store items

Cancelling Orders and Payments in the Store

Cancelling Orders and Payments in the Store

The Fundraising Summary screen

The Fundraising Summary screen

Viewing and Modifying your Store and Items

Viewing and Modifying your Store and Items

The 'Funnel' name list filter

Filtering name lists with the 'Funnel'

EOY Steps 1 - 4

EOY Steps 1-4 Detail

Communication

Communication

End of Year

End of Year

Finances

Finances

Finances

Finances

Library, Inventory, and Uniforms

Library, Inventory, and Uniforms

Online Store

Online Store

Overview

Overview