Open first-time tuition schedule setup from a form
Open the first recurring template editor in a new tab while keeping the enrollment form open.
29 sec Admin Recorded
What happens, step by step
- 1 Start on the admin Dashboard; click Enrollments, then Manage Forms.
- 2 Open the form; click Edit Form.
- 3 Click the Form settings gear; choose Billing.
- 4 If no recurring schedules exist, click Create a tuition schedule.
- 5 In the new Billing tab, choose Create New.
- 6 Use the billing template guide to finish setup; return to the enrollment form and reload before selecting the new schedule.
Frequently asked questions
Why is my new template not in the picker?
Return to the original form tab and reload it after creating the recurring template.
Can I use this shortcut without leaving my enrollment editor?
Yes. Create a tuition schedule opens Billing in a new tab. Finish template setup there, then return to the original form and reload it before choosing the new schedule.
Does selecting a template guarantee the family schedule was created?
No. After acceptance, open Billing and verify the recurring schedule, payer and first invoice. Some single-applicant forms currently fail to create the schedule, especially single-campus forms or forms without campus selection. Saving this form setting does not confirm a successful charge.
Want to try it yourself? Start free, or read the help centre.