- Process Refunds directly in Billing Management
- Introduction of Tracking Categories
- Statement of Accounts / Tax Receipts
- Ability to Lock item amounts
- Additional Filtering options
- Partially Paid
A new, more flexible way to process curriculum and voluntary contributions from your community.
See an increase in fees paid, on time – all compliant with the updates to the Parent Payment Policy.
We highly recommend this as a first step, to help you get familiar with setting up the Billing Management module. Complete our Billing Basics course, including videos and quizzes!.
Debtors are created from parent accounts, but can also be made manually. These are individuals/families who pay a portion, or all of the school fees/contributions for a student.
These are the individual payment items that
parents will pay within a billing schedule. These
can be reused every year. E.g. Curriculum
Contributions.
These are date-based, we advise having one run per year, holding all your Billing Schedules. They also manage the year’s Agreements, Questions
and Payment Plan options.
Billing schedules allow you to add payment items for groups of students. You may have one Billing schedule for each year level which includes each item a student in that cohort pays for each year.
This refers to the process of receipting your payments into your SIS or Accounting Software. This can be managed via individual receipts/allocations or GL/Sub Program codes.
See our Checklist here to cross-check you’ve used all the features of Billing, and that it displays as intended to your parent community.
