RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
3 Select the appropriate name from the Household Listing screen, and click Select. You will proceed to the List of
Installment Bills screen.
4 Highlight the installment billing line item that you wish to update.
5 Click Change Bill to proceed to the Billing Schedule screen.
6 Make any necessary changes to the installment billing plan. Press F1 for field-level Help as needed.
7 Click Done to save your changes to return to the List of Installment Bills screen.
8 Click Exit to return to the Main Menu.
Updating Installment Billing For An Activity (All Enrollees):
1 Go to Files � Activity � Roster Update. You will proceed to the Roster Update screen.
2 In the Activity Number field, enter or select the activity whose enrollees you want to update.
3 Click Next to proceed to the Activity Enrollee Selection screen.
4 Highlight the enrollee for whom you wish to update the installment billing plan.
5 Click Billing to proceed to the Billing Update screen.
6 Make any necessary changes to the installment billing plan. Press F1 for field-level Help as needed.
7 Click Done to save your changes to return to the Activity Enrollee Selection screen.
8 Click