- In Records, Students, open the student record.
- Go to the Activity tab and select the Scheduled Activity view.
- Open up the Advance Deposit.
- Select the schedule tab and click Generate Credits.
- A window will appear with Generate Transactions Automatically.
- Select the correct date range and click Pre-Generation Report.
- Once the information is confirmed and correct, click generate now.
Connect and collaborate with fellow Blackbaud users.