7 videos
Create & manage invoices
Find, send and edit invoices, balances and due dates.
Videos include
Billing
Invoices, recurring tuition, online payments, refunds and payouts.
Choose a category
92 videos in 12 categories
2 videos
Payments, refunds & corrections
Record cash, inspect fees, refund payments or void an entry.
Videos include
1 video
Recurring tuition schedules
Set billing dates, pause tuition and change future payments.
Videos include
13 videos
Discounts & sibling rates
Create codes, control usage and apply sibling discounts.
Videos include
- Create an enrollment or invoice discount code
- Delete an unused archived discount code
- Edit an existing discount code
- Apply a discount to a limited number of recurring payments
Show fewer titles
- Limit discount uses and set an expiry
- Create a discount lasting several tuition payments
- Archive a discount code
- Add a sibling discount tier
- Edit and deactivate a sibling discount tier
- Delete a sibling discount tier
- Restore an archived discount code
- Create a percentage discount for forms and invoices
- Apply a one-time invoice discount code
14 videos
Set up online payments
Connect Stripe, verify your business and resolve requirements.
Videos include
- Start online payment setup
- Inspect business details and payment capabilities
- Review ownership requirements during payment setup
- Find accepted payment method settings
Show fewer titles
- Resume unfinished payment-account setup
- Read a restricted or unavailable payment account
- View your connected payment account
- Request ACH bank payments
- Refresh connected payment account details
- Provide business details for online payments
- Verify the authorized payment representative
- Add a payout bank during payment setup
- Review and submit online payment setup
- Read outstanding Stripe account requirements
3 videos
Bank payouts & processing fees
Find your payout bank, transfer timing and available funds.
Videos include
4 videos
Billing emails & settings
Send reminders and receipts; set email and access preferences.
Videos include
3 videos
Revenue & reports
See money collected, overdue balances and downloadable reports.
Videos include
9 videos
Pay & understand your invoices
Check what you owe, pay tuition and review payment history.
Videos include
1 video
Saved cards & bank accounts
Add, replace or remove a payment method.
Videos include
5 videos
Auto-Pay & upcoming tuition
Manage automatic payments and see your tuition schedule.
Videos include
- View the full recurring payment schedule
- Check whether enrollment tuition has been charged yet
- Understand a paused payment schedule
- Understand a completed payment schedule
Show fewer titles
30 videos
Lunch Forms
Weekly menus, public requests, family orders, payments and kitchen printing.
Videos include
- Find your way around Lunch Forms
- Order a meal for your child
- Reopen a closed menu
- Add a future meal order for a family
Show fewer titles
- Publish a draft menu
- Attach a menu PDF or picture
- Copy a menu to another week
- Set a daily ordering window
- Use each menu’s own deadline
- Set a student’s daily meal limit
- Add a meal limit for exam week
- Read the Meals Dashboard
- Find your meal history and bills
- Change an unpaid meal quantity
- Cancel an unpaid meal
- Order your own student meal
- Change a student’s ordered meal
- Record cash for meal bills
- Record extra meals already sold
- Set shared meal capacity
- Close a menu to family ordering
- Choose serving-sheet options
- Find a student’s meal orders
- Download the monthly meal CSV
- Print the daily serving sheet
- Submit a public lunch request
- Approve a public lunch request
- Enable Lunch Forms for a program
- Archive an unused lunch draft
- Review a paid extra meal in family history
Can’t find the answer? Read the help centre or tell us what you need.
Preview · muted
Move away to close Esc