Billing

Videos include

• Read your billing dashboard
• Create a family invoice with child-specific charges
• Cancel an unpaid invoice
• Understand tax information shown on an invoice

Videos include

• Record a cash, check or offline payment
• Mark selected invoices paid offline
• Refund part of an online payment
• Find archived payment history

Videos include

• Find a family’s recurring schedule
• Change a family’s monthly billing day
• Skip a payment and take it at the end
• Stop future invoices after payments already issued

Videos include

• Split an invoice into scheduled installments
• Send a parent a card setup link for installments
• Read installment dates and payment plan status
• Cancel a payment plan

Videos include

• Create a reusable tuition template
• Remove a tuition template from new invoice choices
• Choose when registration tuition first collects
• Choose whether registration tuition applies sibling tiers

Videos include

• Create an enrollment or invoice discount code
• Delete an unused archived discount code
• Reapply sibling discounts to an eligible invoice
• Create a percentage discount for forms and invoices

Videos include

• Start online payment setup
• Inspect business details and payment capabilities
• Review ownership requirements during payment setup
• Find accepted payment method settings

Videos include

• Check available and pending payment funds
• Check which bank account receives payouts
• Check your payout schedule and delay
• Explain processing deductions on tuition payments

Videos include

• Send a reminder for an unpaid invoice
• Send a paid invoice receipt
• Set the automatic overdue-reminder frequency
• Set the default stopping rule for new recurring invoices

Videos include

• Read overdue balances by age
• View the collection rate
• Compare revenue by grade level
• Prepare and download a large billing report