Permissions: Billing

• Director
• Finance
• Admin
• Needs: My School
• Phone
• Desktop
• Draft

If you don't see this

• It needs the My School permission. A director grants it under Manage School → Staff → Permissions.

Billing sits in the School Management card. Every row below it needs Billing on. None of these are available to Teachers.

Before you start

• Finish Set a staff member's permissions first.

Steps

1. Open My School → Staff, tap the person, and expand Permissions.
2. Open the School Management card and find Billing.

   Screenshot coming soon01 · /my-school

   Billing and its sub-permissions

3. Turn each toggle on or off:
   • Billing: view and create tuition and registration invoices. Always on for Owner, Administrator, Finance; starts on for Director and Regional Manager.
     • Approve Billing Requests: approve refund, delete, write-off, and credit requests from other staff.
     • Accounting: true up invoices and manage accounting details. Always on for Owner, Administrator, Finance.
     • Issue Refunds: refund payment transactions. Has an approval chip.
     • Create Rates: create and edit billing rates. Starts on for Owner, Administrator, Regional Manager.
     • Delete/Write-Off Invoices: delete and write off invoices. Has an approval chip.
     • Unlock ACH: release a payer's ACH lock; unlock requests from other billing staff route here. Starts on for Owner, Administrator, Regional Manager.
     • Add Credits: add credits to a family's account. Starts on for Owner, Administrator, Regional Manager, Director. Has an approval chip, on by default for Directors.
4. Tap Save.

Tips

• Rows with no roles listed start off for everyone.
• Someone with Approve Billing Requests never needs approval for their own refunds, deletions, or credits.
• You can only grant refunds, deletions, credits, or approval power that you hold without an approval requirement.