Choose your accounting methods

• Director
• Admin
• Needs: Manage School
• Phone
• Desktop
• Draft

If you don't see this

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

These two settings decide which month revenue lands in on dashboards and reports. They do not change what families are billed.

Before you start

• Finish Configure your school's billing settings first.

Steps

1. Open Account → Manage School and tap Billing.
2. Under Accounting, open Registration accounting and pick:
   • Cash: registration revenue is counted when payment is received.
   • Accrual: registration revenue is counted when billed; invoices carry a balance until paid or written off.

   Screenshot coming soon01 · /account

   The Accounting group in the Billing section

3. Open Tuition accounting and pick:
   • Due date: tuition revenue is counted in the month the invoice is due.
   • Service period: tuition revenue is counted in the month its service period starts. Invoices without a service period use the due date.
4. Tap Save Changes.

Tips

• With Service period, invoices need a service period to land correctly. A paid invoice missing one can be fixed with Set Service Period; see Add a service period to a paid invoice.
• Registration invoices billed against the wrong school year can be moved with Set School Year.