Billing

Master Billing and Payments: Explore articles on transaction reports, billing dashboards, payment schedules, refunds, and subsidy management.

• How to Configure Enrollment Fees
• Run Transaction Report
• Review a Child’s Billing Dashboard
• How to Review Paid Enrollment Fees and Completed Forms
• Create and Lock Subsidy Ledger
• Security Deposit Handling
• Review Billing Tools Dashboard
• Pro-Rated Program Fees
• Printing Tax Receipts
• How to Setup Your Tax Receipts
• How to Select and Review Accepted Payment Schedules
• How to Issue a Refund
• How to Create Recurring Credits
• How to Create Recurring Charges
• How to Configure NSF (Insufficient Funds) Limits and Penalties
• How to Apply a Bulk Charge
• How to Apply an Individual Payment
• How to Apply a Recurring Discount
• How to Add Your Bank Account to Receive Settlements
• How to Configure Discounts
• How to Add / Edit Accepted Offline Payment Methods
• How to Configure Debit Types
• How to Add a Subsidy
• Fee Pass Through
• How to Create a One Time Credit
• How to Apply an Individual Charge
• Add a Subsidy as a Payer
• Enable Ability to Auto-Generate Enrollment Fees
• How to Choose a Billing Cycle